Valley National Advisers’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Valley National 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	$389K	Buy	7,400 +1,918	+35%	+$100K	0.04%	201
2026 Q1	$286K	Buy	5,482 +1,394	+34%	+$73.5K	0.04%	217
2025 Q4	$214K	Buy	4,088 +2,845	+229%	+$149K	0.03%	236
2025 Q3	$64K	Buy	1,243 +6	+0.5%	+$309	0.01%	358
2025 Q2	$63K	Sell	1,237 -1,256	-50%	-$64.1K	0.01%	360
2025 Q1	$128K	Buy	2,493 +1,801	+260%	+$93.4K	0.02%	266
2024 Q4	$35K	Buy	692 +93	+16%	+$4.86K	0.01%	389
2024 Q3	$31K	Sell	599 -37,000	-98%	-$1.94M	0.01%	403
2024 Q2	$1.96M	Buy	37,599 +1,272	+4%	+$66.1K	0.29%	73
2024 Q1	$1.91M	Buy	36,327 +2,771	+8%	+$146K	0.29%	72
2023 Q4	$1.77M	Buy	33,556 +1,214	+4%	+$61.8K	0.28%	74
2023 Q3	$1.62M	Hold	32,342	–	–	0.28%	73
2023 Q2	$1.68M	Sell	32,342 -141	-0.4%	-$7.32K	0.28%	75
2023 Q1	$1.69M	Sell	32,483 -1,899	-6%	-$98.6K	0.3%	75
2022 Q4	$1.79M	Buy	+34,382	New	+$1.75M	0.32%	70
2021 Q1	–	Sell	-123	Closed	-$7K	–	890
2020 Q4	$7K	Hold	123	–	–	﹤0.01%	571
2020 Q3	$7K	Hold	123	–	–	﹤0.01%	518
2020 Q2	$7K	Hold	123	–	–	﹤0.01%	517
2020 Q1	$7K	Hold	123	–	–	﹤0.01%	508
2019 Q4	$7K	Hold	123	–	–	﹤0.01%	567
2019 Q3	$7K	Buy	+123	New	+$6.8K	﹤0.01%	555

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

Valley National Advisers's MUNI Position: Q2 2026 in Review

Valley National Advisers increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 35% in Q2 2026, buying an estimated $100K and bringing the position to 7,400 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #201.

Valley National Advisers first reported a position in MUNI in Q3 2019 and has held it in 21 quarters since. The position peaked at $1.96M in Q2 2024. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Valley National Advisers held 7,400 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $389K as of Q2 2026.
Valley National Advisers bought 1,918 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $100K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Valley National Advisers's portfolio in Q2 2026, its #201 holding.
Valley National Advisers first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2019 and has held it in 21 quarters since.
Valley National Advisers's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.96M in Q2 2024.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.