Integrated Wealth Concepts
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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 		$7M Buy
133,073
+11,642
+10% +$610K 0.05% 378
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
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
WCG Wealth Advisors
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 22.9% 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

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 9.6% in Q2 2026, buying an estimated $610K and bringing the position to 133,073 shares worth $7M. The position accounts for 0.05% of the portfolio, ranked #378.

Integrated Wealth Concepts first reported a position in MUNI in Q4 2017 and has held it in 29 quarters since. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Integrated Wealth Concepts held 133,073 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7M as of Q2 2026.
  • Integrated Wealth Concepts bought 11,642 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $610K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #378 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.
  • 450 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.