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

Sunesis 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
2025 Q4	–	Sell	-6,638	Closed	-$347K	–	55
2025 Q3	$347K	Buy	+6,638	New	+$342K	0.16%	40
2025 Q1	$342K	Hold	6,638	–	–	0.19%	37
2024 Q4	$343K	Hold	6,638	–	–	0.21%	33
2024 Q3	$352K	Hold	6,638	–	–	0.21%	36
2024 Q2	$346K	Hold	6,638	–	–	0.21%	38
2024 Q1	$348K	Hold	6,638	–	–	0.2%	41
2023 Q4	$350K	Sell	6,638 -13,260	-67%	-$675K	0.21%	47
2023 Q3	$996K	Buy	+19,898	New	+$1.02M	0.71%	24
2023 Q1	$1.04M	Sell	19,898 -13,665	-41%	-$710K	0.75%	23
2022 Q4	$1.72M	Hold	33,563	–	–	1.1%	16
2022 Q3	$1.68M	Sell	33,563 -1,950	-5%	-$101K	1.16%	15
2022 Q2	$1.83M	Hold	35,513	–	–	1.19%	15
2022 Q1	$1.88M	Sell	35,513 -3,804	-10%	-$208K	1.09%	18
2021 Q4	$2.21M	Hold	39,317	–	–	1.62%	10
2021 Q3	$2.22M	Hold	39,317	–	–	1.71%	10
2021 Q2	$2.23M	Hold	39,317	–	–	1.71%	11
2021 Q1	$2.21M	Sell	39,317 -1,486	-4%	-$84.1K	1.77%	10
2020 Q4	$2.31M	Hold	40,803	–	–	1.87%	9
2020 Q3	$2.29M	Sell	40,803 -1,069	-3%	-$60.1K	2.04%	9
2020 Q2	$2.33M	Hold	41,872	–	–	2.14%	9
2020 Q1	$2.28M	Hold	41,872	–	–	2.3%	10
2019 Q4	$2.31M	Sell	41,872 -181	-0.4%	-$9.98K	2.1%	9
2019 Q3	$2.33M	Hold	42,053	–	–	2.41%	9
2019 Q2	$2.31M	Sell	42,053 -143	-0.3%	-$7.77K	2.47%	7
2019 Q1	$2.28M	Hold	42,196	–	–	2.29%	9
2018 Q4	$2.23M	Sell	42,196 -1,434	-3%	-$75K	2.43%	9
2018 Q3	$2.29M	Sell	43,630 -5,139	-11%	-$271K	2.31%	11
2018 Q2	$2.58M	Buy	+48,769	New	+$2.57M	3.16%	8

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sunesis Advisors's MUNI Position: Q4 2025 in Review

Sunesis Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2025, closing a stake of 6,638 shares — an estimated $347K sold.

Sunesis Advisors first reported a position in MUNI in Q2 2018 and held it in 28 quarters. The position peaked at $2.58M in Q2 2018. 413 funds tracked by Wall St. Rank hold MUNI as of Q4 2025.

Sunesis Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Sunesis Advisors sold 6,638 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $347K.
Sunesis Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2018 and held it in 28 quarters.
Sunesis Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.58M in Q2 2018.
413 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Sunesis Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.