Saxon Interests’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Saxon Interests’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	$7.2M	Buy	136,932 +8,359	+7%	+$438K	1.99%	11
2026 Q1	$6.71M	Buy	128,573 +10,744	+9%	+$567K	2.31%	7
2025 Q4	$6.18M	Buy	117,829 +95,360	+424%	+$5.01M	2.16%	9
2025 Q3	$1.16M	Buy	22,469 +4,742	+27%	+$244K	0.45%	54
2025 Q2	$914K	Hold	17,727	–	–	0.43%	58
2025 Q1	$914K	Sell	17,727 -39	-0.2%	-$2.02K	0.43%	58
2024 Q4	$919K	Sell	17,766 -147	-0.8%	-$7.68K	0.4%	59
2024 Q3	$949K	Sell	17,913 -210	-1%	-$11K	0.43%	60
2024 Q2	$943K	Sell	18,123 -2,007	-10%	-$104K	0.45%	57
2024 Q1	$1.06M	Hold	20,130	–	–	0.5%	53
2023 Q4	$1.06M	Buy	+20,130	New	+$1.02M	0.53%	53
2023 Q3	–	Sell	-46,920	Closed	-$2.43M	–	151
2023 Q2	$2.43M	Sell	46,920 -953	-2%	-$49.5K	1.3%	18
2023 Q1	$2.5M	Buy	47,873 +145	+0.3%	+$7.53K	1.41%	16
2022 Q4	$2.48M	Buy	+47,728	New	+$2.42M	1.41%	19

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

Saxon Interests's MUNI Position: Q2 2026 in Review

Saxon Interests increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.5% in Q2 2026, buying an estimated $438K and bringing the position to 136,932 shares worth $7.2M. The position accounts for 1.99% of the portfolio, ranked #11.

Saxon Interests first reported a position in MUNI in Q4 2022 and has held it in 14 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Saxon Interests held 136,932 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.2M as of Q2 2026.
Saxon Interests bought 8,359 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $438K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.99% of Saxon Interests's portfolio in Q2 2026, its #11 holding.
Saxon Interests first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.