Towneley Capital Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Towneley Capital Management’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 Q2	–	Sell	-9,054	Closed	-$467K	–	43
2025 Q1	$467K	Buy	9,054 +73	+0.8%	+$3.79K	0.11%	26
2024 Q4	$465K	Sell	8,981 -821,655	-99%	-$42.9M	0.11%	31
2024 Q3	$44M	Sell	830,636 -4,939	-0.6%	-$259K	9.97%	3
2024 Q2	$43.5M	Sell	835,575 -33,466	-4%	-$1.74M	10.2%	3
2024 Q1	$45.6M	Sell	869,041 -29,901	-3%	-$1.57M	11.21%	3
2023 Q4	$47.5M	Buy	+898,942	New	+$45.8M	12.16%	2

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Towneley Capital Management's MUNI Position: Q2 2025 in Review

Towneley Capital Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2025, closing a stake of 9,054 shares — an estimated $467K sold.

Towneley Capital Management first reported a position in MUNI in Q4 2023 and held it in 6 quarters. The position peaked at $47.5M in Q4 2023. 359 funds tracked by Wall St. Rank hold MUNI as of Q2 2025.

Towneley Capital Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Towneley Capital Management sold 9,054 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $467K.
Towneley Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 6 quarters.
Towneley Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $47.5M in Q4 2023.
359 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Towneley Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.