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

True North 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 		$6.52M Buy
123,925
+1,880
+2% +$98.5K 0.62% 36
2026
Q1 		$6.37M Buy
122,045
+1,496
+1% +$78.9K 0.73% 30
2025
Q4 		$6.32M Buy
+120,549
New +$6.33M 0.82% 27
2025
Q3 		– Sell
-141,748
Closed -$7.28M – 228
2025
Q2 		$7.28M Buy
141,748
+10,961
+8% +$559K 1.4% 10
2025
Q1 		$6.74M Buy
+130,787
New +$6.78M 1.2% 11

Other funds holding MUNI

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

True North Advisors's MUNI Position: Q2 2026 in Review

True North Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.5% in Q2 2026, buying an estimated $98.5K and bringing the position to 123,925 shares worth $6.52M. The position accounts for 0.62% of the portfolio, ranked #36.

True North Advisors first reported a position in MUNI in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.28M in Q2 2025. 208 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • True North Advisors held 123,925 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $6.52M as of Q2 2026.
  • True North Advisors bought 1,880 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $98.5K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.62% of True North Advisors's portfolio in Q2 2026, its #36 holding.
  • True North Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
  • True North Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $7.28M in Q2 2025.
  • 208 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.