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

Novem 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	–	Sell	-14,738	Closed	-$769K	–	483
2026 Q1	$769K	Buy	14,738 +14	+0.1%	+$738	0.09%	212
2025 Q4	$772K	Buy	+14,724	New	+$773K	0.09%	213
2025 Q3	–	Sell	-6,450	Closed	-$331K	–	439
2025 Q2	$331K	Sell	6,450 -1,482	-19%	-$75.6K	0.04%	302
2025 Q1	$409K	Sell	7,932 -9,846	-55%	-$511K	0.06%	247
2024 Q4	$920K	Buy	+17,778	New	+$929K	0.13%	128

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

Novem Group's MUNI Position: Q2 2026 in Review

Novem Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026, closing a stake of 14,738 shares — an estimated $769K sold.

Novem Group first reported a position in MUNI in Q4 2024 and held it in 5 quarters. The position peaked at $920K in Q4 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Novem Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Novem Group sold 14,738 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $769K.
Novem Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and held it in 5 quarters.
Novem Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $920K in Q4 2024.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.