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

SageView Advisory Group’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	$3.1M	Buy	58,859 +481	+0.8%	+$25.2K	0.1%	120
2026 Q1	$3.05M	Buy	58,378 +474	+0.8%	+$25K	0.11%	103
2025 Q4	$3.03M	Buy	57,904 +146	+0.3%	+$7.66K	0.1%	120
2025 Q3	$3.02M	Buy	57,758 +524	+0.9%	+$27K	0.1%	125
2025 Q2	$2.92M	Buy	57,234 +623	+1%	+$31.8K	0.11%	106
2025 Q1	$2.92M	Buy	56,611 +455	+0.8%	+$23.6K	0.12%	94
2024 Q4	$2.9M	Buy	56,156 +478	+0.9%	+$25K	0.13%	97
2024 Q3	$2.95M	Buy	+55,678	New	+$2.92M	0.15%	84
2024 Q2	–	Hold	0	–	–	–	97
2023 Q4	–	Sell	-57,534	Closed	-$2.93M	–	104
2023 Q3	$2.88M	Buy	57,534 +466	+0.8%	+$23.9K	0.17%	82
2023 Q2	$2.96M	Buy	57,068 +660	+1%	+$34.3K	0.16%	86
2023 Q1	$2.95M	Sell	56,408 -1,876	-3%	-$97.4K	0.19%	84
2022 Q4	$2.99M	Buy	+58,284	New	+$2.96M	0.24%	71

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

SageView Advisory Group's MUNI Position: Q2 2026 in Review

SageView Advisory Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.82% in Q2 2026, buying an estimated $25.2K and bringing the position to 58,859 shares worth $3.1M. The position accounts for 0.1% of the portfolio, ranked #120.

SageView Advisory Group first reported a position in MUNI in Q4 2022 and has held it in 12 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

SageView Advisory Group held 58,859 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.1M as of Q2 2026.
SageView Advisory Group bought 481 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $25.2K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.1% of SageView Advisory Group's portfolio in Q2 2026, its #120 holding.
SageView Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 12 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.