GWN Securities’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

GWN Securities’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	$318K	Buy	6,054 +315	+5%	+$16.5K	0.05%	393
2026 Q1	$300K	Sell	5,739 -28	-0.5%	-$1.48K	0.06%	365
2025 Q4	$302K	Buy	5,767 +1,086	+23%	+$57K	0.06%	330
2025 Q3	$245K	Sell	4,681 -3,371	-42%	-$174K	0.06%	322
2025 Q2	$414K	Buy	8,052 +3,633	+82%	+$185K	0.08%	247
2025 Q1	$228K	Buy	+4,419	New	+$229K	0.01%	649

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

GWN Securities's MUNI Position: Q2 2026 in Review

GWN Securities increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.5% in Q2 2026, buying an estimated $16.5K and bringing the position to 6,054 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #393.

GWN Securities first reported a position in MUNI in Q1 2025 and has held it in 6 quarters since. The position peaked at $414K in Q2 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

GWN Securities held 6,054 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $318K as of Q2 2026.
GWN Securities bought 315 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $16.5K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of GWN Securities's portfolio in Q2 2026, its #393 holding.
GWN Securities first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
GWN Securities's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $414K in Q2 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.