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IFP Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

IFP Advisors’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 		$155K Sell
2,949
-932
-24% -$48.8K ﹤0.01% 1681
2026
Q1 		$203K Buy
3,881
+436
+13% +$23K ﹤0.01% 1397
2025
Q4 		$181K Sell
3,445
-31
-0.9% -$1.63K ﹤0.01% 1428
2025
Q3 		$182K Buy
3,476
+64
+2% +$3.3K ﹤0.01% 1333
2025
Q2 		$175K Sell
3,412
-195
-5% -$9.95K 0.01% 1336
2025
Q1 		$186K Sell
3,607
-1,241
-26% -$64.4K 0.01% 1211
2024
Q4 		$251K Buy
4,848
+182
+4% +$9.51K 0.01% 1026
2024
Q3 		$247K Buy
4,666
+28
+0.6% +$1.47K 0.01% 992
2024
Q2 		$241K Sell
4,638
-358
-7% -$18.6K 0.01% 949
2024
Q1 		$262K Buy
4,996
+539
+12% +$28.3K 0.01% 867
2023
Q4 		$235K Sell
4,457
-3,604
-45% -$183K 0.01% 870
2023
Q3 		$404K Buy
8,061
+3,617
+81% +$185K 0.02% 670
2023
Q2 		$230K Buy
4,444
+1,378
+45% +$71.5K 0.01% 955
2023
Q1 		$162K Sell
3,066
-9,667
-76% -$502K 0.01% 1037
2022
Q4 		$673K Buy
12,733
+1,141
+10% +$57.9K 0.02% 770
2022
Q3 		$615K Sell
11,592
-180
-2% -$9.31K 0.02% 829
2022
Q2 		$623K Hold
11,772
– – 0.02% 749
2022
Q1 		$623K Buy
11,772
+10,363
+735% +$567K 0.02% 749
2021
Q4 		$79K Buy
1,409
+5
+0.4% +$281 ﹤0.01% 1366
2021
Q3 		$79K Buy
1,404
+903
+180% +$51.3K ﹤0.01% 1393
2021
Q2 		$28K Buy
+501
New +$28.4K ﹤0.01% 1782
2016
Q3 		– Sell
-335
Closed -$18K – 3981
2016
Q2 		$18K Buy
+335
New +$18.3K ﹤0.01% 2411

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors's MUNI Position: Q2 2026 in Review

IFP Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 24% in Q2 2026, selling an estimated $48.8K and leaving 2,949 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

IFP Advisors first reported a position in MUNI in Q2 2016 and has held it in 22 quarters since. The position peaked at $673K in Q4 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • IFP Advisors held 2,949 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $155K as of Q2 2026.
  • IFP Advisors sold 932 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $48.8K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1681 holding.
  • IFP Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2016 and has held it in 22 quarters since.
  • IFP Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $673K in Q4 2022.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.