Institute for Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Institute for Wealth Management’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	$105K	Buy	+2,000	New	+$105K	0.01%	668
2020 Q1	–	Sell	-3,100	Closed	-$171K	–	574
2019 Q4	$171K	Buy	+3,100	New	+$171K	0.04%	433

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 22.9% 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

Institute for Wealth Management's MUNI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026: 2,000 shares worth $105K. The stake represents 0.01% of the portfolio and ranks #668 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MUNI as recently as Q4 2019.

Institute for Wealth Management first reported a position in MUNI in Q4 2019 and has held it in 2 quarters since. The position peaked at $171K in Q4 2019. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Institute for Wealth Management held 2,000 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $105K as of Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Institute for Wealth Management position in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #668 holding.
Institute for Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $171K in Q4 2019.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.