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Syverson Strege & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Syverson Strege & Co’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 		$746K Sell
14,177
-874
-6% -$45.8K 0.16% 62
2026
Q1 		$785K Buy
15,051
+134
+0.9% +$7.07K 0.19% 54
2025
Q4 		$782K Buy
14,917
+1
+0% +$52 0.19% 54
2025
Q3 		$780K Sell
14,916
-1,784
-11% -$91.9K 0.19% 56
2025
Q2 		$858K Buy
16,700
+511
+3% +$26.1K 0.2% 51
2025
Q1 		$835K Buy
16,189
+133
+0.8% +$6.9K 0.27% 33
2024
Q4 		$831K Buy
16,056
+77
+0.5% +$4.02K 0.28% 31
2024
Q3 		$847K Sell
15,979
-975
-6% -$51.2K 0.28% 31
2024
Q2 		$883K Buy
16,954
+3,213
+23% +$167K 0.3% 32
2024
Q1 		$721K Sell
13,741
-455
-3% -$23.9K 0.26% 30
2023
Q4 		$750K Buy
14,196
+4,983
+54% +$254K 0.29% 31
2023
Q3 		$461K Buy
9,213
+469
+5% +$24K 0.21% 38
2023
Q2 		$453K Buy
8,744
+116
+1% +$6.02K 0.19% 40
2023
Q1 		$451K Sell
8,628
-5,037
-37% -$262K 0.19% 38
2022
Q4 		$702K Buy
13,665
+5,897
+76% +$299K 0.32% 28
2022
Q3 		$389K Sell
7,768
-372,798
-98% -$19.3M 0.2% 44
2022
Q2 		$19.6M Buy
380,566
+373,228
+5,086% +$19.3M 7.2% 4
2022
Q1 		$389K Buy
7,338
+1,168
+19% +$63.9K 0.42% 42
2021
Q4 		$347K Buy
6,170
+1,108
+22% +$62.3K 0.26% 48
2021
Q3 		$285K Sell
5,062
-523
-9% -$29.7K 0.23% 50
2021
Q2 		$317K Buy
5,585
+5,311
+1,938% +$301K 0.28% 47
2021
Q1 		$15K Buy
+274
New +$15.5K 0.02% 174

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Syverson Strege & Co's MUNI Position: Q2 2026 in Review

Syverson Strege & Co reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.8% in Q2 2026, selling an estimated $45.8K and leaving 14,177 shares worth $746K. The position accounts for 0.16% of the portfolio, ranked #62.

Syverson Strege & Co first reported a position in MUNI in Q1 2021 and has held it in 22 quarters since. The position peaked at $19.6M in Q2 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Syverson Strege & Co held 14,177 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $746K as of Q2 2026.
  • Syverson Strege & Co sold 874 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $45.8K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.16% of Syverson Strege & Co's portfolio in Q2 2026, its #62 holding.
  • Syverson Strege & Co first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2021 and has held it in 22 quarters since.
  • Syverson Strege & Co's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $19.6M in Q2 2022.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.