Occidental Asset Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Occidental Asset Management’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	$202K	Hold	3,846	–	–	0.02%	308
2026 Q1	$201K	Hold	3,846	–	–	0.02%	267
2025 Q4	$202K	Buy	+3,846	New	+$202K	0.02%	279
2023 Q1	–	Sell	-16,936	Closed	-$870K	–	212
2022 Q4	$870K	Sell	16,936 -9,314	-35%	-$473K	0.24%	107
2022 Q3	$1.32M	Buy	26,250 +2,199	+9%	+$114K	0.39%	74
2022 Q2	$1.24M	Sell	24,051 -5,748	-19%	-$297K	0.37%	77
2022 Q1	$1.58M	Sell	29,799 -6,500	-18%	-$355K	0.4%	71
2021 Q4	$2.04M	Buy	36,299 +821	+2%	+$46.2K	0.48%	61
2021 Q3	$2M	Buy	35,478 +6,173	+21%	+$351K	0.52%	45
2021 Q2	$1.66M	Hold	29,305	–	–	0.44%	64
2021 Q1	$1.65M	Buy	29,305 +7,302	+33%	+$413K	0.49%	50
2020 Q4	$1.25M	Hold	22,003	–	–	0.41%	64
2020 Q3	$1.24M	Hold	22,003	–	–	0.52%	42
2020 Q2	$1.22M	Hold	22,003	–	–	0.54%	40
2020 Q1	$1.2M	Buy	22,003 +1,543	+8%	+$85.1K	0.6%	31
2019 Q4	$1.13M	Buy	20,460 +360	+2%	+$19.9K	0.46%	42
2019 Q3	$1.11M	Buy	20,100 +900	+5%	+$49.7K	0.47%	37
2019 Q2	$1.05M	Hold	19,200	–	–	0.47%	38
2019 Q1	$1.04M	Hold	19,200	–	–	0.5%	42
2018 Q4	$1.01M	Hold	19,200	–	–	0.57%	37
2018 Q3	$1.01M	Buy	19,200 +2,000	+12%	+$106K	0.5%	43
2018 Q2	$909K	Hold	17,200	–	–	0.49%	32
2018 Q1	$908K	Hold	17,200	–	–	0.49%	36
2017 Q4	$923K	Hold	17,200	–	–	0.48%	35
2017 Q3	$925K	Hold	17,200	–	–	0.51%	35
2017 Q2	$920K	Buy	17,200 +10,300	+149%	+$550K	0.55%	35
2017 Q1	$365K	Hold	6,900	–	–	0.24%	72
2016 Q4	$362K	Buy	+6,900	New	+$368K	0.26%	68

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

Occidental Asset Management's MUNI Position: Q2 2026 in Review

Occidental Asset Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 3,846 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #308.

Occidental Asset Management first reported a position in MUNI in Q4 2016 and has held it in 28 quarters since. The position peaked at $2.04M in Q4 2021. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Occidental Asset Management held 3,846 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $202K as of Q2 2026.
Occidental Asset Management 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 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #308 holding.
Occidental Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2016 and has held it in 28 quarters since.
Occidental Asset Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.04M in Q4 2021.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.