Great Valley Advisor Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Great Valley Advisor Group’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	$984K	Buy	18,722 +907	+5%	+$47.5K	0.02%	547
2026 Q1	$930K	Sell	17,815 -2,285	-11%	-$120K	0.02%	525
2025 Q4	$1.05M	Buy	20,100 +14,956	+291%	+$785K	0.02%	472
2025 Q3	$269K	Buy	+5,144	New	+$265K	0.01%	796

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 22.9% 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

Great Valley Advisor Group's MUNI Position: Q2 2026 in Review

Great Valley Advisor Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.1% in Q2 2026, buying an estimated $47.5K and bringing the position to 18,722 shares worth $984K. The position accounts for 0.02% of the portfolio, ranked #547.

Great Valley Advisor Group first reported a position in MUNI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q4 2025. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Great Valley Advisor Group held 18,722 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $984K as of Q2 2026.
Great Valley Advisor Group bought 907 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $47.5K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #547 holding.
Great Valley Advisor Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
Great Valley Advisor Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.05M in Q4 2025.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.