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

Physician 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	$14.6K	Buy	277 +1	+0.4%	+$52	﹤0.01%	774
2026 Q1	$14.4K	Buy	276 +2	+0.7%	+$105	﹤0.01%	705
2025 Q4	$14.4K	Buy	274 +1	+0.4%	+$52	﹤0.01%	664
2025 Q3	$14.2K	Buy	273 +2	+0.7%	+$103	﹤0.01%	653
2025 Q2	$13.9K	Buy	271 +2	+0.7%	+$102	﹤0.01%	588
2025 Q1	$13.9K	Buy	269 +1	+0.4%	+$52	﹤0.01%	554
2024 Q4	$13.9K	Buy	+268	New	+$14K	﹤0.01%	579

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

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

Physician Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.36% in Q2 2026, buying an estimated $52 and bringing the position to 277 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Physician Wealth Advisors first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Physician Wealth Advisors held 277 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $14.6K as of Q2 2026.
Physician Wealth Advisors bought 1 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share in Q2 2026, an estimated $52.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #774 holding.
Physician Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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