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

Valmark 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	$1.54M	Hold	29,246	–	–	0.02%	301
2026 Q1	$1.53M	Hold	29,246	–	–	0.02%	283
2025 Q4	$1.53M	Hold	29,246	–	–	0.02%	282
2025 Q3	$1.53M	Hold	29,246	–	–	0.02%	273
2025 Q2	$1.5M	Hold	29,246	–	–	0.02%	270
2025 Q1	$1.51M	Hold	29,246	–	–	0.02%	247
2024 Q4	$1.51M	Buy	29,246 +200	+0.7%	+$10.4K	0.02%	250
2024 Q3	$1.54M	Hold	29,046	–	–	0.02%	232
2024 Q2	$1.51M	Hold	29,046	–	–	0.03%	219
2024 Q1	$1.52M	Hold	29,046	–	–	0.03%	211
2023 Q4	$1.53M	Hold	29,046	–	–	0.03%	195
2023 Q3	$1.45M	Hold	29,046	–	–	0.03%	178
2023 Q2	$1.51M	Hold	29,046	–	–	0.03%	182
2023 Q1	$1.52M	Hold	29,046	–	–	0.03%	176
2022 Q4	$1.49M	Buy	+29,046	New	+$1.47M	0.03%	170

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

Valmark Advisers's MUNI Position: Q2 2026 in Review

Valmark Advisers held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 29,246 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #301.

Valmark Advisers first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q3 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Valmark Advisers held 29,246 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.54M as of Q2 2026.
Valmark Advisers left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #301 holding.
Valmark Advisers first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
Valmark Advisers's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.54M in Q3 2024.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.