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

Inspirion Wealth 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	$2.36M	Buy	45,064 +1,350	+3%	+$70.7K	0.27%	39
2026 Q1	$2.28M	Hold	43,714	–	–	0.28%	40
2025 Q4	$2.29M	Sell	43,714 -3,250	-7%	-$171K	0.28%	38
2025 Q3	$2.49M	Buy	46,964 +4,000	+9%	+$206K	0.35%	29
2025 Q2	$2.21M	Hold	42,964	–	–	0.29%	36
2025 Q1	$2.21M	Sell	42,964 -4,000	-9%	-$207K	0.31%	29
2024 Q4	$2.43M	Hold	46,964	–	–	0.34%	29
2024 Q3	$2.49M	Hold	46,964	–	–	0.35%	29
2024 Q2	$2.44M	Hold	46,964	–	–	0.37%	30
2024 Q1	$2.46M	Sell	46,964 -750	-2%	-$39.4K	0.41%	28
2023 Q4	$2.52M	Buy	47,714 +4,000	+9%	+$204K	0.45%	31
2023 Q3	$2.19M	Hold	43,714	–	–	0.43%	31
2023 Q2	$2.27M	Buy	43,714 +750	+2%	+$38.9K	0.43%	30
2023 Q1	$2.25M	Hold	42,964	–	–	0.45%	28
2022 Q4	$2.21M	Buy	+42,964	New	+$2.18M	0.47%	31

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

Inspirion Wealth Advisors's MUNI Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.1% in Q2 2026, buying an estimated $70.7K and bringing the position to 45,064 shares worth $2.36M. The position accounts for 0.27% of the portfolio, ranked #39.

Inspirion Wealth Advisors first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.52M in Q4 2023. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Inspirion Wealth Advisors held 45,064 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.36M as of Q2 2026.
Inspirion Wealth Advisors bought 1,350 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $70.7K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.27% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Inspirion Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
Inspirion Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.52M in Q4 2023.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.