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

Olympus Wealth 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
2025 Q2	$5.6M	Buy	109,046 +3,122	+3%	+$159K	1.88%	10
2025 Q1	$5.46M	Buy	105,924 +91,742	+647%	+$4.76M	2.4%	10
2024 Q4	$734K	Buy	14,182 +9,297	+190%	+$486K	0.27%	16
2024 Q3	$259K	Buy	+4,885	New	+$257K	0.09%	15

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Olympus Wealth Management's MUNI Position: Q2 2025 in Review

Olympus Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.9% in Q2 2025, buying an estimated $159K and bringing the position to 109,046 shares worth $5.6M. The position accounts for 1.88% of the portfolio, ranked #10.

Olympus Wealth Management first reported a position in MUNI in Q3 2024 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold MUNI as of Q2 2025.

Olympus Wealth Management held 109,046 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $5.6M as of Q2 2025.
Olympus Wealth Management bought 3,122 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $159K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.88% of Olympus Wealth Management's portfolio in Q2 2025, its #10 holding.
Olympus Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 4 quarters since.
359 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.