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

Quotient Wealth Partners’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	$20.1M	Buy	382,659 +37,170	+11%	+$1.95M	0.48%	26
2026 Q1	$18M	Buy	345,489 +21,361	+7%	+$1.13M	0.47%	25
2025 Q4	$17M	Buy	324,128 +21,196	+7%	+$1.11M	0.45%	28
2025 Q3	$15.8M	Sell	302,932 -15	-0%	-$773	0.43%	28
2025 Q2	$15.6M	Buy	302,947 +14,481	+5%	+$739K	0.46%	26
2025 Q1	$14.9M	Sell	288,466 -80,390	-22%	-$4.17M	0.48%	25
2024 Q4	$19.1M	Sell	368,856 -3,780	-1%	-$197K	0.62%	24
2024 Q3	$19.7M	Buy	372,636 +34,649	+10%	+$1.82M	0.65%	22
2024 Q2	$17.6M	Buy	337,987 +28,875	+9%	+$1.5M	0.62%	24
2024 Q1	$16.2M	Buy	309,112 +76,713	+33%	+$4.03M	0.58%	24
2023 Q4	$12.3M	Buy	+232,399	New	+$11.8M	0.48%	32

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

Quotient Wealth Partners's MUNI Position: Q2 2026 in Review

Quotient Wealth Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 11% in Q2 2026, buying an estimated $1.95M and bringing the position to 382,659 shares worth $20.1M. The position accounts for 0.48% of the portfolio, ranked #26.

Quotient Wealth Partners first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Quotient Wealth Partners held 382,659 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $20.1M as of Q2 2026.
Quotient Wealth Partners bought 37,170 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.95M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.48% of Quotient Wealth Partners's portfolio in Q2 2026, its #26 holding.
Quotient Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.