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McAdam LLC’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

McAdam LLC’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 		$1.43M Sell
27,208
-2,095
-7% -$110K 0.06% 134
2026
Q1 		$1.53M Buy
29,303
+1,801
+7% +$95K 0.07% 128
2025
Q4 		$1.44M Buy
27,502
+85
+0.3% +$4.46K 0.07% 125
2025
Q3 		$1.43M Sell
27,417
-2
-0% -$103 0.07% 118
2025
Q2 		$1.41M Buy
27,419
+30
+0.1% +$1.53K 0.08% 120
2025
Q1 		$1.41M Sell
27,389
-7,144
-21% -$371K 0.09% 108
2024
Q4 		$1.79M Buy
34,533
+3,625
+12% +$189K 0.1% 108
2024
Q3 		$1.64M Buy
30,908
+882
+3% +$46.3K 0.09% 102
2024
Q2 		$1.56M Sell
30,026
-7,362
-20% -$383K 0.09% 93
2024
Q1 		$1.96M Buy
37,388
+144
+0.4% +$7.56K 0.13% 83
2023
Q4 		$1.97M Sell
37,244
-3,657
-9% -$186K 0.14% 78
2023
Q3 		$2.05M Buy
40,901
+1,307
+3% +$67K 0.17% 75
2023
Q2 		$2.05M Buy
39,594
+82
+0.2% +$4.26K 0.17% 74
2023
Q1 		$2.06M Buy
+39,512
New +$2.05M 0.19% 77

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
WWA
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 22.96% 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

McAdam LLC's MUNI Position: Q2 2026 in Review

McAdam LLC reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7.1% in Q2 2026, selling an estimated $110K and leaving 27,208 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #134.

McAdam LLC first reported a position in MUNI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.06M in Q1 2023. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • McAdam LLC held 27,208 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.43M as of Q2 2026.
  • McAdam LLC sold 2,095 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $110K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.06% of McAdam LLC's portfolio in Q2 2026, its #134 holding.
  • McAdam LLC first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
  • McAdam LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.06M in Q1 2023.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.