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

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

IAM Advisory's MUNI Position: Q2 2026 in Review

IAM Advisory increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1% in Q2 2026, buying an estimated $22.6K and bringing the position to 42,617 shares worth $2.24M. The position accounts for 0.44% of the portfolio, ranked #42.

IAM Advisory first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q3 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

IAM Advisory held 42,617 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.24M as of Q2 2026.
IAM Advisory bought 432 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $22.6K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.44% of IAM Advisory's portfolio in Q2 2026, its #42 holding.
IAM Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
IAM Advisory's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.44M in Q3 2024.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.