Harper Investing’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Harper Investing’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	$8.21M	Sell	156,043 -16,912	-10%	-$886K	2.77%	10
2026 Q1	$9.03M	Sell	172,955 -10,014	-5%	-$528K	3.94%	7
2025 Q4	$9.59M	Sell	182,969 -720	-0.4%	-$37.8K	4.13%	7
2025 Q3	$9.6M	Sell	183,689 -16,532	-8%	-$852K	4.57%	6
2025 Q2	$10.3M	Buy	+200,221	New	+$10.2M	5.75%	4

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

Harper Investing's MUNI Position: Q2 2026 in Review

Harper Investing reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 9.8% in Q2 2026, selling an estimated $886K and leaving 156,043 shares worth $8.21M. The position accounts for 2.77% of the portfolio, ranked #10.

Harper Investing first reported a position in MUNI in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.3M in Q2 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Harper Investing held 156,043 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $8.21M as of Q2 2026.
Harper Investing sold 16,912 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $886K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.77% of Harper Investing's portfolio in Q2 2026, its #10 holding.
Harper Investing first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
Harper Investing's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $10.3M 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 Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.