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

Mount Yale 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	$2.44M	Buy	46,474 +6,443	+16%	+$337K	0.05%	370
2026 Q1	$2.09M	Buy	40,031 +3,750	+10%	+$198K	0.05%	360
2025 Q4	$1.91M	Sell	36,281 -4,052	-10%	-$213K	0.09%	199
2025 Q3	$2.11M	Buy	+40,333	New	+$2.08M	0.15%	153

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

Mount Yale Investment Advisors's MUNI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 16% in Q2 2026, buying an estimated $337K and bringing the position to 46,474 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #370.

Mount Yale 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.

Mount Yale Investment Advisors held 46,474 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.44M as of Q2 2026.
Mount Yale Investment Advisors bought 6,443 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $337K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #370 holding.
Mount Yale 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.