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

Professional Financial 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	$301K	Buy	5,724 +645	+13%	+$33.8K	0.05%	112
2026 Q1	$265K	Sell	5,079 -195	-4%	-$10.3K	0.05%	120
2025 Q4	$276K	Sell	5,274 -585	-10%	-$30.7K	0.06%	109
2025 Q3	$306K	Buy	5,859 +328	+6%	+$16.9K	0.06%	101
2025 Q2	$284K	Buy	5,531 +10	+0.2%	+$510	0.07%	99
2025 Q1	$285K	Buy	5,521 +45	+0.8%	+$2.33K	0.07%	91
2024 Q4	$283K	Sell	5,476 -19	-0.3%	-$993	0.07%	93
2024 Q3	$291K	Sell	5,495 -407	-7%	-$21.4K	0.08%	87
2024 Q2	$307K	Buy	5,902 +31	+0.5%	+$1.61K	0.08%	86
2024 Q1	$308K	Buy	5,871 +770	+15%	+$40.4K	0.09%	83
2023 Q4	$269K	Sell	5,101 -17	-0.3%	-$865	0.09%	78
2023 Q3	$256K	Buy	+5,118	New	+$262K	0.12%	78
2022 Q4	–	Sell	-47	Closed	-$2K	–	320
2022 Q3	$2K	Hold	47	–	–	﹤0.01%	433
2022 Q2	$2K	Hold	47	–	–	﹤0.01%	425
2022 Q1	$2K	Hold	47	–	–	﹤0.01%	439
2021 Q4	$3K	Buy	+47	New	+$2.64K	﹤0.01%	409

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

Professional Financial Advisors's MUNI Position: Q2 2026 in Review

Professional Financial Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 13% in Q2 2026, buying an estimated $33.8K and bringing the position to 5,724 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #112.

Professional Financial Advisors first reported a position in MUNI in Q4 2021 and has held it in 16 quarters since. The position peaked at $308K in Q1 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Professional Financial Advisors held 5,724 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $301K as of Q2 2026.
Professional Financial Advisors bought 645 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $33.8K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of Professional Financial Advisors's portfolio in Q2 2026, its #112 holding.
Professional Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 16 quarters since.
Professional Financial Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $308K in Q1 2024.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.