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

Millstone Evans 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	$210K	Hold	4,000	–	–	0.11%	134
2026 Q1	$209K	Hold	4,000	–	–	0.13%	138
2025 Q4	$210K	Hold	4,000	–	–	0.12%	138
2025 Q3	$209K	Hold	4,000	–	–	0.13%	123
2025 Q2	$205K	Hold	4,000	–	–	0.14%	122
2025 Q1	$206K	Hold	4,000	–	–	0.14%	115
2024 Q4	$207K	Buy	+4,000	New	+$209K	0.14%	115

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

Millstone Evans Group's MUNI Position: Q2 2026 in Review

Millstone Evans Group held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 4,000 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #134.

Millstone Evans Group first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Millstone Evans Group held 4,000 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $210K as of Q2 2026.
Millstone Evans Group 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 0.11% of Millstone Evans Group's portfolio in Q2 2026, its #134 holding.
Millstone Evans Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.