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Gradient Investments’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Gradient Investments’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 		$491K Buy
9,338
+353
+4% +$18.5K 0.01% 372
2026
Q1 		$469K Sell
8,985
-4,670
-34% -$246K 0.01% 354
2025
Q4 		$716K Buy
13,655
+861
+7% +$45.2K 0.01% 261
2025
Q3 		$669K Buy
12,794
+6,262
+96% +$323K 0.01% 284
2025
Q2 		$335K Buy
6,532
+591
+10% +$30.2K 0.01% 314
2025
Q1 		$306K Buy
5,941
+402
+7% +$20.9K 0.01% 281
2024
Q4 		$287K Sell
5,539
-686
-11% -$35.8K 0.01% 264
2024
Q3 		$330K Buy
6,225
+253
+4% +$13.3K 0.01% 255
2024
Q2 		$311K Buy
5,972
+67
+1% +$3.48K 0.01% 272
2024
Q1 		$310K Buy
5,905
+69
+1% +$3.62K 0.01% 255
2023
Q4 		$308K Sell
5,836
-66
-1% -$3.36K 0.01% 301
2023
Q3 		$296K Sell
5,902
-212
-3% -$10.9K 0.01% 280
2023
Q2 		$317K Sell
6,114
-9,463
-61% -$491K 0.01% 281
2023
Q1 		$814K Buy
15,577
+222
+1% +$11.5K 0.02% 185
2022
Q4 		$789K Sell
15,355
-5,778
-27% -$293K 0.02% 195
2022
Q3 		$1.06M Buy
+21,133
New +$1.09M 0.03% 180

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments's MUNI Position: Q2 2026 in Review

Gradient Investments increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.9% in Q2 2026, buying an estimated $18.5K and bringing the position to 9,338 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #372.

Gradient Investments first reported a position in MUNI in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.06M in Q3 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Gradient Investments held 9,338 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $491K as of Q2 2026.
  • Gradient Investments bought 353 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $18.5K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #372 holding.
  • Gradient Investments first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • Gradient Investments's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.06M in Q3 2022.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.