Sand Hill Global Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Sand Hill Global 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	$3.28M	Sell	62,339 -403	-0.6%	-$21.1K	0.1%	96
2026 Q1	$3.27M	Sell	62,742 -3,676	-6%	-$194K	0.11%	90
2025 Q4	$3.48M	Hold	66,418	–	–	0.12%	89
2025 Q3	$3.47M	Buy	66,418 +25	+0%	+$1.29K	0.12%	90
2025 Q2	$3.41M	Sell	66,393 -55,969	-46%	-$2.86M	0.13%	90
2025 Q1	$6.31M	Sell	122,362 -29,775	-20%	-$1.54M	0.26%	60
2024 Q4	$7.87M	Sell	152,137 -10,071	-6%	-$526K	0.33%	49
2024 Q3	$8.59M	Sell	162,208 -8,739	-5%	-$459K	0.36%	46
2024 Q2	$8.9M	Sell	170,947 -2,345	-1%	-$122K	0.4%	35
2024 Q1	$9.09M	Sell	173,292 -86,325	-33%	-$4.53M	0.43%	36
2023 Q4	$13.7M	Buy	259,617 +242,119	+1,384%	+$12.3M	0.66%	29
2023 Q3	$876K	Sell	17,498 -6,449	-27%	-$331K	0.05%	94
2023 Q2	$1.24M	Sell	23,947 -84	-0.3%	-$4.36K	0.06%	90
2023 Q1	$1.26M	Sell	24,031 -19,746	-45%	-$1.03M	0.07%	92
2022 Q4	$2.25M	Sell	43,777 -3,576	-8%	-$182K	0.13%	81
2022 Q3	$2.37M	Sell	47,353 -1,038,278	-96%	-$53.7M	0.15%	74
2022 Q2	$55.9M	Buy	+1,085,631	New	+$56.2M	3.18%	9

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

Sand Hill Global Advisors's MUNI Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.64% in Q2 2026, selling an estimated $21.1K and leaving 62,339 shares worth $3.28M. The position accounts for 0.1% of the portfolio, ranked #96.

Sand Hill Global Advisors first reported a position in MUNI in Q2 2022 and has held it in 17 quarters since. The position peaked at $55.9M in Q2 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Sand Hill Global Advisors held 62,339 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.28M as of Q2 2026.
Sand Hill Global Advisors sold 403 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $21.1K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.1% of Sand Hill Global Advisors's portfolio in Q2 2026, its #96 holding.
Sand Hill Global Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
Sand Hill Global Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $55.9M in Q2 2022.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.