Focus Partners Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Focus Partners Wealth’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.1M	Buy	571,901 +569,921	+28,784%	+$29.8M	0.03%	425
2026 Q1	$29.1M	Sell	1,980 -602,900	-100%	-$31.8M	0.03%	405
2025 Q4	$31.6M	Sell	604,880 -5,923	-1%	-$311K	0.04%	381
2025 Q3	$31.9M	Buy	610,803 +62,909	+11%	+$3.24M	0.05%	294
2025 Q2	$28.1M	Buy	547,894 +12,042	+2%	+$614K	0.06%	285
2025 Q1	$27.6M	Buy	535,852 +7,305	+1%	+$379K	0.07%	267
2024 Q4	$27.3M	Buy	528,547 +30,716	+6%	+$1.6M	0.07%	254
2024 Q3	$26.4M	Buy	497,831 +489,671	+6,001%	+$25.7M	0.08%	239
2024 Q2	$425K	Buy	+8,160	New	+$424K	﹤0.01%	986

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth's MUNI Position: Q2 2026 in Review

Focus Partners Wealth increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 28,784% in Q2 2026, buying an estimated $29.8M and bringing the position to 571,901 shares worth $30.1M. The position accounts for 0.03% of the portfolio, ranked #425.

Focus Partners Wealth first reported a position in MUNI in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.9M in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Focus Partners Wealth held 571,901 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $30.1M as of Q2 2026.
Focus Partners Wealth bought 569,921 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $29.8M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #425 holding.
Focus Partners Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $31.9M in Q3 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.