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

Perigon 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
2026
Q2 		$620K Sell
11,786
-445
-4% -$23.3K 0.01% 784
2026
Q1 		$638K Sell
12,231
-1,193
-9% -$62.9K 0.01% 683
2025
Q4 		$704K Sell
13,424
-3,342
-20% -$175K 0.01% 658
2025
Q3 		$877K Sell
16,766
-2,228
-12% -$115K 0.02% 556
2025
Q2 		$976K Buy
+18,994
New +$969K 0.02% 474

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

Perigon Wealth Management's MUNI Position: Q2 2026 in Review

Perigon Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.6% in Q2 2026, selling an estimated $23.3K and leaving 11,786 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #784.

Perigon Wealth Management first reported a position in MUNI in Q2 2025 and has held it in 5 quarters since. The position peaked at $976K in Q2 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Perigon Wealth Management held 11,786 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $620K as of Q2 2026.
  • Perigon Wealth Management sold 445 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $23.3K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #784 holding.
  • Perigon Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $976K 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.