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

Robinson Smith Wealth 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	$305K	Buy	5,803 +37	+0.6%	+$1.94K	0.18%	76
2026 Q1	$301K	Sell	5,766 -913	-14%	-$48.1K	0.2%	66
2025 Q4	$350K	Buy	6,679 +37	+0.6%	+$1.94K	0.24%	59
2025 Q3	$347K	Sell	6,642 -7,640	-53%	-$394K	0.25%	60
2025 Q2	$734K	Sell	14,282 -3,902	-21%	-$199K	0.59%	33
2025 Q1	$937K	Sell	18,184 -318	-2%	-$16.5K	0.78%	27
2024 Q4	$957K	Buy	18,502 +74	+0.4%	+$3.87K	0.81%	27
2024 Q3	$976K	Buy	18,428 +1,239	+7%	+$65.1K	0.83%	30
2024 Q2	$895K	Sell	17,189 -991	-5%	-$51.5K	0.79%	31
2024 Q1	$954K	Buy	18,180 +255	+1%	+$13.4K	0.92%	27
2023 Q4	$946K	Buy	+17,925	New	+$912K	0.93%	25

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

Robinson Smith Wealth Advisors's MUNI Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.64% in Q2 2026, buying an estimated $1.94K and bringing the position to 5,803 shares worth $305K. The position accounts for 0.18% of the portfolio, ranked #76.

Robinson Smith Wealth Advisors first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $976K in Q3 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Robinson Smith Wealth Advisors held 5,803 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $305K as of Q2 2026.
Robinson Smith Wealth Advisors bought 37 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.94K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.18% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Robinson Smith Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $976K in Q3 2024.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.