RFG Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

RFG Advisory’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	$3.28M	Buy	62,387 +30,760	+97%	+$1.61M	0.05%	263
2026 Q1	$1.65M	Buy	31,627 +5,817	+23%	+$307K	0.03%	383
2025 Q4	$1.35M	Buy	25,810 +20,563	+392%	+$1.08M	0.03%	442
2025 Q3	$274K	Sell	5,247 -368	-7%	-$19K	0.01%	832
2025 Q2	$288K	Buy	+5,615	New	+$287K	0.01%	794
2023 Q3	–	Sell	-14,421	Closed	-$748K	–	660
2023 Q2	$748K	Sell	14,421 -290	-2%	-$15.1K	0.03%	349
2023 Q1	$769K	Buy	14,711 +32	+0.2%	+$1.66K	0.04%	328
2022 Q4	$770K	Buy	+14,679	New	+$745K	0.04%	318

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

RFG Advisory's MUNI Position: Q2 2026 in Review

RFG Advisory increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 97% in Q2 2026, buying an estimated $1.61M and bringing the position to 62,387 shares worth $3.28M. The position accounts for 0.05% of the portfolio, ranked #263.

RFG Advisory first reported a position in MUNI in Q4 2022 and has held it in 8 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

RFG Advisory held 62,387 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.28M as of Q2 2026.
RFG Advisory bought 30,760 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.61M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of RFG Advisory's portfolio in Q2 2026, its #263 holding.
RFG Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 8 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.