Goodwin Investment Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Goodwin Investment Advisory’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	$976K	Sell	18,558 -388	-2%	-$20.3K	1.97%	13
2026 Q1	$989K	Sell	18,946 -1,285	-6%	-$67.8K	1.18%	12
2025 Q4	$1.06M	Sell	20,231 -4,581	-18%	-$240K	1.16%	13
2025 Q3	$1.3M	Sell	24,812 -5,393	-18%	-$278K	1.39%	10
2025 Q2	$1.55M	Sell	30,205 -1,046	-3%	-$53.4K	1.79%	8
2025 Q1	$1.61M	Sell	31,251 -52,870	-63%	-$2.74M	2.5%	8
2024 Q4	$4.35M	Sell	84,121 -1,718	-2%	-$89.8K	2.28%	8
2024 Q3	$4.55M	Sell	85,839 -4,639	-5%	-$244K	1.97%	8
2024 Q2	$4.71M	Sell	90,478 -2,653	-3%	-$138K	2.16%	8
2024 Q1	$4.89M	Sell	93,131 -4,131	-4%	-$217K	2.3%	8
2023 Q4	$5.14M	Buy	97,262 +79,401	+445%	+$4.04M	2.67%	8
2023 Q3	$894K	Buy	17,861 +14,248	+394%	+$730K	0.53%	17
2023 Q2	$187K	Buy	+3,613	New	+$188K	0.11%	48

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

Goodwin Investment Advisory's MUNI Position: Q2 2026 in Review

Goodwin Investment Advisory reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2% in Q2 2026, selling an estimated $20.3K and leaving 18,558 shares worth $976K. The position accounts for 1.97% of the portfolio, ranked #13.

Goodwin Investment Advisory first reported a position in MUNI in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.14M in Q4 2023. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Goodwin Investment Advisory held 18,558 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $976K as of Q2 2026.
Goodwin Investment Advisory sold 388 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $20.3K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.97% of Goodwin Investment Advisory's portfolio in Q2 2026, its #13 holding.
Goodwin Investment Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
Goodwin Investment Advisory's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $5.14M in Q4 2023.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.