Martin Worley Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Martin Worley Group’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
2025 Q2	$4.57M	Buy	89,065 +239	+0.3%	+$12.2K	2.24%	14
2025 Q1	$4.58M	Buy	88,826 +21,377	+32%	+$1.11M	2.61%	9
2024 Q4	$3.49M	Buy	+67,449	New	+$3.52M	2.18%	11

Other funds holding MUNI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Martin Worley Group's MUNI Position: Q2 2025 in Review

Martin Worley Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.27% in Q2 2025, buying an estimated $12.2K and bringing the position to 89,065 shares worth $4.57M. The position accounts for 2.24% of the portfolio, ranked #14.

Martin Worley Group first reported a position in MUNI in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.58M in Q1 2025. 360 funds tracked by Wall St. Rank hold MUNI as of Q2 2025.

Martin Worley Group held 89,065 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.57M as of Q2 2025.
Martin Worley Group bought 239 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $12.2K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.24% of Martin Worley Group's portfolio in Q2 2025, its #14 holding.
Martin Worley Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 3 quarters since.
Martin Worley Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.58M in Q1 2025.
360 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.