SEIA
MUNI icon

Signature Estate & Investment Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Signature Estate & Investment 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 		$1.07M Buy
20,297
+142
+0.7% +$7.44K 0.02% 257
2026
Q1 		$1.05M Buy
20,155
+16,218
+412% +$855K 0.02% 268
2025
Q4 		$206K Buy
3,937
+8
+0.2% +$420 ﹤0.01% 583
2025
Q3 		$205K Buy
+3,929
New +$202K ﹤0.01% 572
2025
Q2 		– Sell
-3,982
Closed -$205K – 590
2025
Q1 		$205K Sell
3,982
-21
-0.5% -$1.09K 0.01% 529
2024
Q4 		$207K Buy
4,003
+8
+0.2% +$418 0.01% 506
2024
Q3 		$212K Buy
+3,995
New +$210K ﹤0.01% 492
2023
Q2 		– Sell
-4,646
Closed -$243K – 183
2023
Q1 		$243K Sell
4,646
-188,021
-98% -$9.76M 0.01% 162
2022
Q4 		$9.9M Buy
+192,667
New +$9.78M 0.36% 45
2022
Q1 		– Sell
-4,192
Closed -$236K – 171
2021
Q4 		$236K Buy
4,192
+86
+2% +$4.84K 0.01% 153
2021
Q3 		$231K Buy
4,106
+101
+3% +$5.74K 0.01% 150
2021
Q2 		$227K Buy
4,005
+42
+1% +$2.38K 0.01% 152
2021
Q1 		$223K Buy
3,963
+163
+4% +$9.22K 0.01% 155
2020
Q4 		$216K Buy
3,800
+163
+4% +$9.18K 0.01% 151
2020
Q3 		$204K Buy
+3,637
New +$205K 0.01% 147
2020
Q2 		– Sell
-5,143
Closed -$281K – 152
2020
Q1 		$281K Sell
5,143
-1,023
-17% -$56.4K 0.02% 110
2019
Q4 		$340K Buy
6,166
+1,106
+22% +$61K 0.02% 126
2019
Q3 		$280K Buy
5,060
+765
+18% +$42.3K 0.02% 134
2019
Q2 		$236K Sell
4,295
-4,315
-50% -$234K 0.02% 137
2019
Q1 		$464K Buy
8,610
+4,305
+100% +$230K 0.03% 119
2018
Q4 		$227K Buy
+4,305
New +$225K 0.02% 138
2018
Q3 		– Sell
-8,671
Closed -$458K – 164
2018
Q2 		$458K Buy
8,671
+219
+3% +$11.5K 0.04% 109
2018
Q1 		$446K Sell
8,452
-8,115
-49% -$430K 0.05% 113
2017
Q4 		$889K Buy
+16,567
New +$889K 0.09% 91

Other funds holding MUNI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
PW Advisors Tallahassee, Florida $150M AUM
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Signature Estate & Investment Advisors's MUNI Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.7% in Q2 2026, buying an estimated $7.44K and bringing the position to 20,297 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #257.

Signature Estate & Investment Advisors first reported a position in MUNI in Q4 2017 and has held it in 24 quarters since. The position peaked at $9.9M in Q4 2022. 296 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Signature Estate & Investment Advisors held 20,297 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.07M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 142 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $7.44K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #257 holding.
  • Signature Estate & Investment Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and has held it in 24 quarters since.
  • Signature Estate & Investment Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $9.9M in Q4 2022.
  • 296 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.