Intrua Financial’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Intrua Financial’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	$3.21M	Sell	61,085 -3,809	-6%	-$199K	0.29%	68
2026 Q1	$3.39M	Buy	64,894 +3,923	+6%	+$207K	0.35%	56
2025 Q4	$3.2M	Buy	60,971 +3,152	+5%	+$165K	0.34%	53
2025 Q3	$3.02M	Buy	57,819 +9,156	+19%	+$472K	0.33%	55
2025 Q2	$2.5M	Buy	48,663 +32,423	+200%	+$1.65M	0.34%	55
2025 Q1	$837K	Buy	+16,240	New	+$842K	0.12%	129
2024 Q3	–	Sell	-3,972	Closed	-$207K	–	404
2024 Q2	$207K	Buy	+3,972	New	+$206K	0.03%	379

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

Intrua Financial's MUNI Position: Q2 2026 in Review

Intrua Financial reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.9% in Q2 2026, selling an estimated $199K and leaving 61,085 shares worth $3.21M. The position accounts for 0.29% of the portfolio, ranked #68.

Intrua Financial first reported a position in MUNI in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.39M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Intrua Financial held 61,085 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.21M as of Q2 2026.
Intrua Financial sold 3,809 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $199K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.29% of Intrua Financial's portfolio in Q2 2026, its #68 holding.
Intrua Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 7 quarters since.
Intrua Financial's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.39M in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.