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

Integrated Wealth Concepts’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	$10.4M	Buy	197,104 +75,673	+62%	+$3.96M	0.05%	339
2026 Q1	$6.34M	Buy	121,431 +14,868	+14%	+$784K	0.05%	353
2025 Q4	$5.58M	Buy	106,563 +3,588	+3%	+$188K	0.07%	265
2025 Q3	$5.38M	Buy	102,975 +16,384	+19%	+$844K	0.05%	351
2025 Q2	$4.45M	Sell	86,591 -17,922	-17%	-$915K	0.04%	367
2025 Q1	$5.39M	Buy	104,513 +42,633	+69%	+$2.21M	0.06%	297
2024 Q4	$3.2M	Sell	61,880 -166	-0.3%	-$8.67K	0.04%	411
2024 Q3	$3.29M	Buy	62,046 +26,941	+77%	+$1.42M	0.04%	397
2024 Q2	$1.83M	Buy	35,105 +11,765	+50%	+$611K	0.03%	536
2024 Q1	$1.22M	Buy	23,340 +2,998	+15%	+$157K	0.02%	679
2023 Q4	$1.07M	Buy	20,342 +6,821	+50%	+$347K	0.02%	703
2023 Q3	$677K	Buy	13,521 +1,133	+9%	+$58.1K	0.01%	851
2023 Q2	$642K	Sell	12,388 -689	-5%	-$35.8K	0.01%	876
2023 Q1	$683K	Buy	13,077 +135	+1%	+$7.01K	0.01%	751
2022 Q4	$665K	Buy	+12,942	New	+$657K	0.02%	570
2021 Q2	–	Sell	-6,381	Closed	-$359K	–	824
2021 Q1	$359K	Hold	6,381	–	–	0.01%	548
2020 Q4	$362K	Hold	6,381	–	–	0.02%	475
2020 Q3	$359K	Buy	6,381 +890	+16%	+$50.1K	0.02%	412
2020 Q2	$305K	Sell	5,491 -371	-6%	-$20.4K	0.02%	398
2020 Q1	$320K	Sell	5,862 -7,249	-55%	-$400K	0.03%	297
2019 Q4	$724K	Buy	13,111 +3,792	+41%	+$209K	0.06%	205
2019 Q3	$515K	Buy	9,319 +450	+5%	+$24.9K	0.06%	198
2019 Q2	$486K	Buy	8,869 +1,666	+23%	+$90.5K	0.06%	185
2019 Q1	$389K	Buy	7,203 +2,638	+58%	+$141K	0.07%	201
2018 Q4	$241K	Sell	4,565 -1,150	-20%	-$60.2K	0.07%	218
2018 Q3	$299K	Sell	5,715 -870	-13%	-$45.9K	0.09%	173
2018 Q2	$347K	Sell	6,585 -210	-3%	-$11.1K	0.12%	141
2018 Q1	$358K	Hold	6,795	–	–	0.14%	130
2017 Q4	$364K	Buy	+6,795	New	+$365K	0.16%	118

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

Integrated Wealth Concepts's MUNI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 62% in Q2 2026, buying an estimated $3.96M and bringing the position to 197,104 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #339.

Integrated Wealth Concepts first reported a position in MUNI in Q4 2017 and has held it in 29 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Integrated Wealth Concepts held 197,104 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $10.4M as of Q2 2026.
Integrated Wealth Concepts bought 75,673 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.96M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #339 holding.
Integrated Wealth Concepts first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and has held it in 29 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.