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

Opal Wealth 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 		$2.5M Sell
47,529
-84
-0.2% -$4.4K 0.54% 23
2026
Q1 		$2.48M Sell
47,613
-1,837
-4% -$96.9K 0.56% 21
2025
Q4 		$2.59M Sell
49,450
-179
-0.4% -$9.4K 0.68% 22
2025
Q3 		$2.59M Buy
49,629
+18,730
+61% +$965K 0.72% 21
2025
Q2 		$1.59M Sell
30,899
-2,872
-9% -$147K 0.44% 29
2025
Q1 		$1.74M Sell
33,771
-34,652
-51% -$1.8M 0.54% 23
2024
Q4 		$3.54M Buy
68,423
+8,104
+13% +$423K 1.06% 16
2024
Q3 		$3.2M Sell
60,319
-1,296
-2% -$68.1K 1% 16
2024
Q2 		$3.21M Sell
61,615
-14,442
-19% -$751K 1.03% 15
2024
Q1 		$3.99M Sell
76,057
-101
-0.1% -$5.3K 1.35% 15
2023
Q4 		$4.02M Buy
76,158
+30,954
+68% +$1.58M 1.58% 15
2023
Q3 		$2.26M Sell
45,204
-200
-0.4% -$10.3K 1.32% 10
2023
Q2 		$2.35M Hold
45,404
– – 1.17% 10
2023
Q1 		$2.37M Sell
45,404
-25,132
-36% -$1.31M 1.39% 9
2022
Q4 		$3.62M Buy
70,536
+58,969
+510% +$2.99M 2% 8
2022
Q3 		$580K Sell
11,567
-1,629
-12% -$84.3K 0.42% 37
2022
Q2 		$679K Buy
+13,196
New +$683K 0.45% 32
2022
Q1 		– Sell
-7,487
Closed -$421K – 124
2021
Q4 		$421K Buy
+7,487
New +$421K 0.27% 64

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

Opal Wealth Advisors's MUNI Position: Q2 2026 in Review

Opal Wealth Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.18% in Q2 2026, selling an estimated $4.4K and leaving 47,529 shares worth $2.5M. The position accounts for 0.54% of the portfolio, ranked #23.

Opal Wealth Advisors first reported a position in MUNI in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.02M in Q4 2023. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Opal Wealth Advisors held 47,529 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.5M as of Q2 2026.
  • Opal Wealth Advisors sold 84 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.4K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.54% of Opal Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Opal Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 18 quarters since.
  • Opal Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.02M in Q4 2023.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.