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MUNI icon

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

NewEdge 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 		$31.3M Buy
595,078
+83,823
+16% +$4.39M 0.09% 220
2026
Q1 		$26.7M Sell
511,255
-19,814
-4% -$1.04M 0.1% 213
2025
Q4 		$27.8M Buy
531,069
+90,447
+21% +$4.75M 0.1% 193
2025
Q3 		$23M Buy
440,622
+21,607
+5% +$1.11M 0.1% 193
2025
Q2 		$21.5M Buy
419,015
+90,749
+28% +$4.63M 0.11% 187
2025
Q1 		$16.9M Buy
328,266
+11,742
+4% +$609K 0.1% 206
2024
Q4 		$16.4M Buy
316,524
+344
+0.1% +$18K 0.1% 200
2024
Q3 		$16.8M Buy
316,180
+51,258
+19% +$2.69M 0.11% 199
2024
Q2 		$13.8M Buy
264,922
+199,098
+302% +$10.3M 0.1% 202
2024
Q1 		$3.45M Buy
65,824
+5,209
+9% +$274K 0.03% 505
2023
Q4 		$3.17M Buy
60,615
+4,541
+8% +$231K 0.03% 495
2023
Q3 		$2.81M Sell
56,074
-3,490
-6% -$179K 0.03% 477
2023
Q2 		$3.09M Buy
59,564
+2,566
+5% +$133K 0.03% 444
2023
Q1 		$2.97M Sell
56,998
-10,028
-15% -$521K 0.04% 421
2022
Q4 		$3.18M Buy
67,026
+1,764
+3% +$89.5K 0.09% 249
2022
Q3 		$3.27M Buy
65,262
+21,556
+49% +$1.12M 0.05% 317
2022
Q2 		$2.25M Sell
43,706
-8,896
-17% -$460K 0.04% 414
2022
Q1 		$2.79M Buy
52,602
+11,523
+28% +$630K 0.04% 345
2021
Q4 		$2.31M Buy
+41,079
New +$2.31M 0.03% 406

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors's MUNI Position: Q2 2026 in Review

NewEdge Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 16% in Q2 2026, buying an estimated $4.39M and bringing the position to 595,078 shares worth $31.3M. The position accounts for 0.09% of the portfolio, ranked #220.

NewEdge Advisors first reported a position in MUNI in Q4 2021 and has held it in 19 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • NewEdge Advisors held 595,078 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $31.3M as of Q2 2026.
  • NewEdge Advisors bought 83,823 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.39M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.09% of NewEdge Advisors's portfolio in Q2 2026, its #220 holding.
  • NewEdge Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.