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

PUREfi Wealth’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	$445K	Sell	8,461 -7,613	-47%	-$399K	0.24%	105
2026 Q1	$839K	Buy	+16,074	New	+$848K	0.55%	45
2025 Q4	–	Sell	-12,171	Closed	-$636K	–	179
2025 Q3	$636K	Buy	+12,171	New	+$627K	0.49%	57

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

PUREfi Wealth's MUNI Position: Q2 2026 in Review

PUREfi Wealth reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 47% in Q2 2026, selling an estimated $399K and leaving 8,461 shares worth $445K. The position accounts for 0.24% of the portfolio, ranked #105.

PUREfi Wealth first reported a position in MUNI in Q3 2025 and has held it in 3 quarters since. The position peaked at $839K in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

PUREfi Wealth held 8,461 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $445K as of Q2 2026.
PUREfi Wealth sold 7,613 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $399K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.24% of PUREfi Wealth's portfolio in Q2 2026, its #105 holding.
PUREfi Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
PUREfi Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $839K in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.