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

OneDigital Investment 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	$1.28M	Sell	24,370 -3,223	-12%	-$169K	0.01%	656
2026 Q1	$1.44M	Buy	27,593 +8,870	+47%	+$468K	0.01%	568
2025 Q4	$981K	Buy	18,723 +2,399	+15%	+$126K	0.01%	683
2025 Q3	$853K	Buy	16,324 +1,554	+11%	+$80K	0.01%	721
2025 Q2	$759K	Buy	14,770 +531	+4%	+$27.1K	0.01%	739
2025 Q1	$734K	Sell	14,239 -2,344	-14%	-$122K	0.01%	721
2024 Q4	$858K	Sell	16,583 -4	-0%	-$209	0.01%	685
2024 Q3	$879K	Buy	16,587 +15	+0.1%	+$788	0.01%	699
2024 Q2	$863K	Buy	16,572 +2,066	+14%	+$107K	0.01%	665
2024 Q1	$761K	Buy	14,506 +602	+4%	+$31.6K	0.01%	592
2023 Q4	$734K	Buy	+13,904	New	+$708K	0.01%	576

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

OneDigital Investment Advisors's MUNI Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 12% in Q2 2026, selling an estimated $169K and leaving 24,370 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #656.

OneDigital Investment Advisors first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

OneDigital Investment Advisors held 24,370 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.28M as of Q2 2026.
OneDigital Investment Advisors sold 3,223 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $169K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #656 holding.
OneDigital Investment Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
OneDigital Investment Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.44M in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.