Sequoia Financial Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Sequoia Financial 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	$4.87M	Sell	92,580 -5,914	-6%	-$310K	0.02%	360
2026 Q1	$5.14M	Sell	98,494 -7,208	-7%	-$380K	0.03%	317
2025 Q4	$5.54M	Sell	105,702 -7,217	-6%	-$379K	0.03%	305
2025 Q3	$5.9M	Buy	112,919 +98,803	+700%	+$5.09M	0.04%	277
2025 Q2	$725K	Sell	14,116 -860	-6%	-$43.9K	0.01%	832
2025 Q1	$772K	Hold	14,976	–	–	0.01%	710
2024 Q4	$775K	Hold	14,976	–	–	0.01%	663
2024 Q3	$793K	Sell	14,976 -1,109	-7%	-$58.3K	0.01%	608
2024 Q2	$837K	Sell	16,085 -238	-1%	-$12.4K	0.01%	525
2024 Q1	$856K	Sell	16,323 -12,781	-44%	-$671K	0.01%	513
2023 Q4	$1.54M	Buy	29,104 +7,793	+37%	+$397K	0.02%	418
2023 Q3	$1.07M	Sell	21,311 -8,928	-30%	-$458K	0.02%	322
2023 Q2	$1.57M	Sell	30,239 -9,749	-24%	-$506K	0.03%	272
2023 Q1	$2.09M	Buy	39,988 +19,712	+97%	+$1.02M	0.05%	212
2022 Q4	$1.04M	Buy	+20,276	New	+$1.03M	0.03%	282

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

Sequoia Financial Advisors's MUNI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6% in Q2 2026, selling an estimated $310K and leaving 92,580 shares worth $4.87M. The position accounts for 0.02% of the portfolio, ranked #360.

Sequoia Financial Advisors first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.9M in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Sequoia Financial Advisors held 92,580 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.87M as of Q2 2026.
Sequoia Financial Advisors sold 5,914 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $310K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #360 holding.
Sequoia Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
Sequoia Financial Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $5.9M 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.