IA
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IAM Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

IAM Advisory’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 		$2.24M Buy
42,617
+432
+1% +$22.6K 0.44% 42
2026
Q1 		$2.2M Buy
42,185
+810
+2% +$42.7K 0.49% 35
2025
Q4 		$2.17M Sell
41,375
-1,495
-3% -$78.5K 0.48% 33
2025
Q3 		$2.24M Sell
42,870
-242
-0.6% -$12.5K 0.5% 28
2025
Q2 		$2.21M Buy
43,112
+126
+0.3% +$6.43K 0.53% 28
2025
Q1 		$2.22M Sell
42,986
-3,528
-8% -$183K 0.58% 27
2024
Q4 		$2.41M Buy
46,514
+455
+1% +$23.8K 0.61% 24
2024
Q3 		$2.44M Buy
46,059
+375
+0.8% +$19.7K 0.62% 23
2024
Q2 		$2.38M Buy
45,684
+1,407
+3% +$73.1K 0.64% 25
2024
Q1 		$2.32M Buy
44,277
+27,547
+165% +$1.45M 0.64% 24
2023
Q4 		$883K Sell
16,730
-43
-0.3% -$2.19K 0.28% 49
2023
Q3 		$840K Buy
16,773
+2,499
+18% +$128K 0.29% 51
2023
Q2 		$740K Buy
14,274
+74
+0.5% +$3.84K 0.25% 53
2023
Q1 		$742K Buy
14,200
+105
+0.7% +$5.45K 0.26% 55
2022
Q4 		$724K Buy
+14,095
New +$715K 0.27% 53

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
AFA
Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return