GeoWealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

GeoWealth Management’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	$2.28M	Buy	43,432 +27,638	+175%	+$1.45M	0.07%	158
2026 Q1	$824K	Buy	+15,794	New	+$833K	0.03%	347
2025 Q1	–	Sell	-1,890	Closed	-$97.8K	–	1534
2024 Q4	$97.8K	Buy	1,890 +647	+52%	+$33.8K	﹤0.01%	976
2024 Q3	$65.9K	Buy	1,243 +472	+61%	+$24.8K	﹤0.01%	999
2024 Q2	$40.1K	Buy	771 +498	+182%	+$25.9K	﹤0.01%	823
2024 Q1	$14.3K	Sell	273 -200	-42%	-$10.5K	﹤0.01%	830
2023 Q4	$25K	Sell	473 -43	-8%	-$2.19K	﹤0.01%	645
2023 Q3	$26K	Buy	516 +257	+99%	+$13.2K	﹤0.01%	425
2023 Q2	$13K	Buy	+259	New	+$13.4K	﹤0.01%	398

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

GeoWealth Management's MUNI Position: Q2 2026 in Review

GeoWealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 175% in Q2 2026, buying an estimated $1.45M and bringing the position to 43,432 shares worth $2.28M. The position accounts for 0.07% of the portfolio, ranked #158.

GeoWealth Management first reported a position in MUNI in Q2 2023 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

GeoWealth Management held 43,432 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.28M as of Q2 2026.
GeoWealth Management bought 27,638 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.45M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.07% of GeoWealth Management's portfolio in Q2 2026, its #158 holding.
GeoWealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2023 and has held it in 9 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.