SeaCrest Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

SeaCrest Wealth Management’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	$1.25M	Buy	23,675 +95	+0.4%	+$4.97K	0.14%	138
2026 Q1	$1.23M	Sell	23,580 -387	-2%	-$20.4K	0.13%	151
2025 Q4	$1.26M	Sell	23,967 -202	-0.8%	-$10.6K	0.13%	153
2025 Q3	$1.26M	Buy	24,169 +5,705	+31%	+$294K	0.13%	144
2025 Q2	$948K	Buy	18,464 +3,840	+26%	+$196K	0.1%	183
2025 Q1	$754K	Buy	14,624 +571	+4%	+$29.6K	0.09%	232
2024 Q4	$727K	Buy	14,053 +4,271	+44%	+$223K	0.08%	245
2024 Q3	$518K	Buy	9,782 +362	+4%	+$19K	0.06%	329
2024 Q2	$490K	Buy	9,420 +4,065	+76%	+$211K	0.06%	320
2024 Q1	$281K	Buy	5,355 +327	+7%	+$17.2K	0.03%	462
2023 Q4	$265K	Buy	+5,028	New	+$256K	0.03%	491
2022 Q3	–	Sell	-615	Closed	-$32K	–	1162
2022 Q2	$32K	Buy	+615	New	+$31.8K	﹤0.01%	1305

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

SeaCrest Wealth Management's MUNI Position: Q2 2026 in Review

SeaCrest Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.4% in Q2 2026, buying an estimated $4.97K and bringing the position to 23,675 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #138.

SeaCrest Wealth Management first reported a position in MUNI in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

SeaCrest Wealth Management held 23,675 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.25M as of Q2 2026.
SeaCrest Wealth Management bought 95 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.97K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.14% of SeaCrest Wealth Management's portfolio in Q2 2026, its #138 holding.
SeaCrest Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 12 quarters since.
SeaCrest Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.26M in Q3 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.