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

Legacy Edge 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	$244K	Sell	4,630 -130	-3%	-$6.81K	0.02%	215
2026 Q1	$248K	Sell	4,760 -14	-0.3%	-$738	0.03%	201
2025 Q4	$250K	Hold	4,774	–	–	0.03%	198
2025 Q3	$250K	Sell	4,774 -417	-8%	-$21.5K	0.03%	187
2025 Q2	$267K	Sell	5,191 -2,118	-29%	-$108K	0.04%	178
2025 Q1	$377K	Sell	7,309 -678	-8%	-$35.2K	0.06%	128
2024 Q4	$414K	Sell	7,987 -408	-5%	-$21.3K	0.07%	119
2024 Q3	$445K	Hold	8,395	–	–	0.07%	117
2024 Q2	$437K	Sell	8,395 -1,265	-13%	-$65.7K	0.08%	106
2024 Q1	$507K	Sell	9,660 -2,841	-23%	-$149K	0.11%	92
2023 Q4	$660K	Buy	+12,501	New	+$636K	0.15%	84

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

Legacy Edge Advisors's MUNI Position: Q2 2026 in Review

Legacy Edge Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.7% in Q2 2026, selling an estimated $6.81K and leaving 4,630 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #215.

Legacy Edge Advisors first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $660K in Q4 2023. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Legacy Edge Advisors held 4,630 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $244K as of Q2 2026.
Legacy Edge Advisors sold 130 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $6.81K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #215 holding.
Legacy Edge Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $660K in Q4 2023.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.