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

Merit Financial 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
2026 Q2	$548K	Sell	10,420 -4,310	-29%	-$226K	﹤0.01%	1450
2026 Q1	$769K	Sell	14,730 -784	-5%	-$41.3K	0.01%	1120
2025 Q4	$813K	Sell	15,514 -51	-0.3%	-$2.68K	0.01%	1037
2025 Q3	$814K	Sell	15,565 -978	-6%	-$50.4K	0.01%	948
2025 Q2	$850K	Buy	16,543 +9,857	+147%	+$503K	0.01%	863
2025 Q1	$345K	Buy	+6,686	New	+$347K	0.01%	1073

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

Merit Financial Group's MUNI Position: Q2 2026 in Review

Merit Financial Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 29% in Q2 2026, selling an estimated $226K and leaving 10,420 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Merit Financial Group first reported a position in MUNI in Q1 2025 and has held it in 6 quarters since. The position peaked at $850K in Q2 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Merit Financial Group held 10,420 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $548K as of Q2 2026.
Merit Financial Group sold 4,310 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $226K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1450 holding.
Merit Financial Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $850K in Q2 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.