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

Milestone Investment 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	$178K	Hold	3,380	–	–	0.04%	92
2026 Q1	$176K	Hold	3,380	–	–	0.04%	91
2025 Q4	$177K	Buy	3,380 +3,235	+2,231%	+$170K	0.04%	88
2025 Q3	$7.58K	Buy	+145	New	+$7.47K	﹤0.01%	118

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

Milestone Investment Advisors's MUNI Position: Q2 2026 in Review

Milestone Investment Advisors held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 3,380 shares worth $178K. The position accounts for 0.04% of the portfolio, ranked #92.

Milestone Investment Advisors first reported a position in MUNI in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Milestone Investment Advisors held 3,380 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $178K as of Q2 2026.
Milestone Investment Advisors 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 Investment Advisors's portfolio in Q2 2026, its #92 holding.
Milestone Investment Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.