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

Paladin Advisory 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	$2.49M	Sell	47,365 -118	-0.2%	-$6.18K	1.65%	20
2026 Q1	$2.48M	Sell	47,483 -1,453	-3%	-$76.6K	1.88%	20
2025 Q4	$2.56M	Buy	48,936 +3,163	+7%	+$166K	1.87%	20
2025 Q3	$2.39M	Sell	45,773 -15,292	-25%	-$788K	1.87%	18
2025 Q2	$3.14M	Buy	61,065 +9,163	+18%	+$468K	2.39%	14
2025 Q1	$2.68M	Buy	51,902 +1,175	+2%	+$60.9K	2.14%	18
2024 Q4	$2.62M	Sell	50,727 -63	-0.1%	-$3.29K	2.01%	18
2024 Q3	$2.69M	Hold	50,790	–	–	1.99%	19
2024 Q2	$2.63M	Buy	50,790 +209	+0.4%	+$10.9K	2.05%	18
2024 Q1	$2.64M	Buy	50,581 +175	+0.3%	+$9.19K	2.09%	20
2023 Q4	$2.66M	Sell	50,406 -2,327	-4%	-$118K	2.2%	16
2023 Q3	$2.64M	Buy	52,733 +832	+2%	+$42.6K	2.23%	12
2023 Q2	$2.69M	Buy	51,901 +510	+1%	+$26.5K	2.16%	14
2023 Q1	$2.69M	Buy	+51,391	New	+$2.67M	2.23%	13
2022 Q2	–	Sell	-46,662	Closed	-$2.41M	–	434
2022 Q1	$2.47M	Buy	+46,662	New	+$2.55M	2.01%	15

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

Paladin Advisory Group's MUNI Position: Q2 2026 in Review

Paladin Advisory Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.25% in Q2 2026, selling an estimated $6.18K and leaving 47,365 shares worth $2.49M. The position accounts for 1.65% of the portfolio, ranked #20.

Paladin Advisory Group first reported a position in MUNI in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.14M in Q2 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Paladin Advisory Group held 47,365 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.49M as of Q2 2026.
Paladin Advisory Group sold 118 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $6.18K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.65% of Paladin Advisory Group's portfolio in Q2 2026, its #20 holding.
Paladin Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.14M in Q2 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.