Forvis Mazars Wealth Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Forvis Mazars Wealth Advisors’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	$4.09M	Buy	77,810 +38	+0%	+$1.99K	0.07%	111
2026 Q1	$4.06M	Sell	77,772 -18	-0%	-$949	0.08%	104
2025 Q4	$4.08M	Sell	77,790 -23,029	-23%	-$1.21M	0.08%	106
2025 Q3	$5.27M	Buy	100,819 +17,644	+21%	+$909K	0.1%	90
2025 Q2	$4.27M	Sell	83,175 -2,739	-3%	-$140K	0.09%	97
2025 Q1	$4.43M	Sell	85,914 -1,514	-2%	-$78.5K	0.11%	92
2024 Q4	$4.52M	Sell	87,428 -1,762	-2%	-$92K	0.1%	98
2024 Q3	$4.73M	Buy	89,190 +4,880	+6%	+$256K	0.11%	95
2024 Q2	$4.39M	Sell	84,310 -5,507	-6%	-$286K	0.11%	99
2024 Q1	$4.71M	Sell	89,817 -12,021	-12%	-$631K	0.12%	91
2023 Q4	$5.38M	Buy	101,838 +33,401	+49%	+$1.7M	0.15%	81
2023 Q3	$3.43M	Sell	68,437 -28,544	-29%	-$1.46M	0.1%	107
2023 Q2	$5.03M	Sell	96,981 -29,432	-23%	-$1.53M	0.15%	98
2023 Q1	$6.61M	Sell	126,413 -664,595	-84%	-$34.5M	0.22%	70
2022 Q4	$40.6M	Buy	791,008 +323,331	+69%	+$16.4M	1.42%	12
2022 Q3	$23.4M	Buy	467,677 +36,136	+8%	+$1.87M	0.95%	17
2022 Q2	$22.2M	Buy	431,541 +325,896	+308%	+$16.9M	0.9%	17
2022 Q1	$5.6M	Buy	105,645 +94,832	+877%	+$5.19M	0.24%	50
2021 Q4	$608K	Buy	10,813 +1,094	+11%	+$61.5K	0.03%	167
2021 Q3	$548K	Buy	9,719 +2,601	+37%	+$148K	0.03%	172
2021 Q2	$404K	Buy	+7,118	New	+$403K	0.02%	195

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

Forvis Mazars Wealth Advisors's MUNI Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.05% in Q2 2026, buying an estimated $1.99K and bringing the position to 77,810 shares worth $4.09M. The position accounts for 0.07% of the portfolio, ranked #111.

Forvis Mazars Wealth Advisors first reported a position in MUNI in Q2 2021 and has held it in 21 quarters since. The position peaked at $40.6M in Q4 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Forvis Mazars Wealth Advisors held 77,810 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.09M as of Q2 2026.
Forvis Mazars Wealth Advisors bought 38 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.99K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Forvis Mazars Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2021 and has held it in 21 quarters since.
Forvis Mazars Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $40.6M in Q4 2022.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.