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

Palo Alto 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
2025 Q3	$744K	Buy	14,123 +465	+3%	+$24K	0.22%	29
2025 Q2	$701K	Buy	13,658 +1,189	+10%	+$60.7K	0.27%	28
2025 Q1	$637K	Buy	12,469 +63	+0.5%	+$3.27K	0.25%	28
2024 Q4	$643K	Buy	12,406 +7,712	+164%	+$403K	0.23%	25
2024 Q3	$246K	Buy	4,694 +54	+1%	+$2.84K	0.1%	46
2024 Q2	$242K	Buy	4,640 +222	+5%	+$11.5K	0.17%	41
2024 Q1	$232K	Buy	+4,418	New	+$232K	0.16%	38

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

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

DWM

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Palo Alto Wealth Advisors's MUNI Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.4% in Q3 2025, buying an estimated $24K and bringing the position to 14,123 shares worth $744K. The position accounts for 0.22% of the portfolio, ranked #29.

Palo Alto Wealth Advisors first reported a position in MUNI in Q1 2024 and has held it in 7 quarters since. 381 funds tracked by Wall St. Rank hold MUNI as of Q3 2025.

Palo Alto Wealth Advisors held 14,123 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $744K as of Q3 2025.
Palo Alto Wealth Advisors bought 465 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $24K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.22% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #29 holding.
Palo Alto Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 7 quarters since.
381 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.