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

Mutual 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	$274K	Buy	5,210 +2	+0%	+$105	0.01%	1211
2026 Q1	$272K	Buy	5,208 +2	+0%	+$105	0.01%	1160
2025 Q4	$273K	Buy	5,206 +1	+0%	+$52	0.01%	1120
2025 Q3	$274K	Buy	5,205 +205	+4%	+$10.6K	0.01%	1089
2025 Q2	$255K	Hold	5,000	–	–	0.01%	1035
2025 Q1	$255K	Hold	5,000	–	–	0.01%	949
2024 Q4	$258K	Hold	5,000	–	–	0.01%	939
2024 Q3	$260K	Hold	5,000	–	–	0.01%	960
2024 Q2	$262K	Hold	5,000	–	–	0.01%	943
2024 Q1	$262K	Hold	5,000	–	–	0.01%	921
2023 Q4	$264K	Hold	5,000	–	–	0.01%	863
2023 Q3	$250K	Hold	5,000	–	–	0.01%	846
2023 Q2	$259K	Hold	5,000	–	–	0.01%	857
2023 Q1	$261K	Hold	5,000	–	–	0.01%	821
2022 Q4	$257K	Buy	+5,000	New	+$254K	0.01%	787

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

Mutual Advisors's MUNI Position: Q2 2026 in Review

Mutual Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.04% in Q2 2026, buying an estimated $105 and bringing the position to 5,210 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #1211.

Mutual Advisors first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. The position peaked at $274K in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Mutual Advisors held 5,210 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $274K as of Q2 2026.
Mutual Advisors bought 2 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $105.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1211 holding.
Mutual Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
Mutual Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $274K in Q3 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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