STALEY CAPITAL ADVISERS’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

STALEY CAPITAL ADVISERS’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	$2.16M	Sell	41,000 -1,700	-4%	-$89K	0.08%	81
2026 Q1	$2.23M	Buy	42,700 +31,700	+288%	+$1.67M	0.09%	79
2025 Q4	$577K	Hold	11,000	–	–	0.02%	130
2025 Q3	$575K	Buy	11,000 +1,000	+10%	+$51.5K	0.02%	132
2025 Q2	$514K	Buy	10,000 +4,000	+67%	+$204K	0.02%	139
2025 Q1	$309K	Buy	+6,000	New	+$311K	0.01%	155

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

STALEY CAPITAL ADVISERS's MUNI Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4% in Q2 2026, selling an estimated $89K and leaving 41,000 shares worth $2.16M. The position accounts for 0.08% of the portfolio, ranked #81.

STALEY CAPITAL ADVISERS first reported a position in MUNI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.23M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

STALEY CAPITAL ADVISERS held 41,000 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.16M as of Q2 2026.
STALEY CAPITAL ADVISERS sold 1,700 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $89K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.08% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #81 holding.
STALEY CAPITAL ADVISERS first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
STALEY CAPITAL ADVISERS's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.23M in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.