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

Pure 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	$1.4M	Buy	26,553 +4,602	+21%	+$241K	0.02%	215
2026 Q1	$1.15M	Hold	21,951	–	–	0.02%	210
2025 Q4	$1.15M	Buy	21,951 +381	+2%	+$20K	0.02%	203
2025 Q3	$1.13M	Buy	21,570 +11,550	+115%	+$595K	0.02%	199
2025 Q2	$515K	Buy	+10,020	New	+$511K	0.01%	289

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 22.9% 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

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

Pure Financial Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 21% in Q2 2026, buying an estimated $241K and bringing the position to 26,553 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #215.

Pure Financial Advisors first reported a position in MUNI in Q2 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Pure Financial Advisors held 26,553 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.4M as of Q2 2026.
Pure Financial Advisors bought 4,602 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $241K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #215 holding.
Pure Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.