Milestone Asset Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Milestone Asset Management’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	$283K	Hold	5,372	–	–	0.04%	227
2026 Q1	$280K	Hold	5,372	–	–	0.05%	207
2025 Q4	$282K	Hold	5,372	–	–	0.05%	186
2025 Q3	$281K	Buy	5,372 +81	+2%	+$4.17K	0.05%	192
2025 Q2	$272K	Hold	5,291	–	–	0.06%	183
2025 Q1	$273K	Hold	5,291	–	–	0.06%	191
2024 Q4	$274K	Hold	5,291	–	–	0.06%	203
2024 Q3	$280K	Hold	5,291	–	–	0.06%	182
2024 Q2	$275K	Hold	5,291	–	–	0.07%	168
2024 Q1	$278K	Hold	5,291	–	–	0.08%	146
2023 Q4	$279K	Hold	5,291	–	–	0.09%	61
2023 Q3	$263K	Hold	5,291	–	–	0.09%	66
2023 Q2	$274K	Hold	5,291	–	–	0.12%	49
2023 Q1	$277K	Hold	5,291	–	–	0.16%	57
2022 Q4	$278K	Buy	+5,291	New	+$269K	0.17%	51

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

Milestone Asset Management's MUNI Position: Q2 2026 in Review

Milestone Asset Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 5,372 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #227.

Milestone Asset Management first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Milestone Asset Management held 5,372 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $283K as of Q2 2026.
Milestone Asset Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Milestone Asset Management's portfolio in Q2 2026, its #227 holding.
Milestone Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.