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

HighPoint 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	$1.96M	Sell	37,296 -1,930	-5%	-$101K	0.07%	212
2026 Q1	$2.05M	Sell	39,226 -2,250	-5%	-$119K	0.09%	191
2025 Q4	$2.17M	Buy	+41,476	New	+$2.18M	0.05%	298

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

HighPoint Advisor Group's MUNI Position: Q2 2026 in Review

HighPoint Advisor Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.9% in Q2 2026, selling an estimated $101K and leaving 37,296 shares worth $1.96M. The position accounts for 0.07% of the portfolio, ranked #212.

HighPoint Advisor Group first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17M in Q4 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

HighPoint Advisor Group held 37,296 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.96M as of Q2 2026.
HighPoint Advisor Group sold 1,930 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $101K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.07% of HighPoint Advisor Group's portfolio in Q2 2026, its #212 holding.
HighPoint Advisor Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.17M in Q4 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.