Vertex Planning Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Vertex Planning Partners’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	$2.74M	Buy	52,023 +6,201	+14%	+$325K	0.41%	43
2026 Q1	$2.39M	Buy	45,822 +32,134	+235%	+$1.69M	0.46%	40
2025 Q4	$717K	Buy	13,688 +437	+3%	+$22.9K	0.17%	62
2025 Q3	$693K	Buy	13,251 +1,173	+10%	+$60.4K	0.13%	94
2025 Q2	$620K	Buy	12,078 +391	+3%	+$20K	0.13%	89
2025 Q1	$602K	Buy	11,687 +2,307	+25%	+$120K	0.13%	84
2024 Q4	$485K	Buy	9,380 +619	+7%	+$32.3K	0.11%	110
2024 Q3	$464K	Buy	8,761 +1,026	+13%	+$53.9K	0.11%	96
2024 Q2	$403K	Sell	7,735 -4,692	-38%	-$244K	0.1%	100
2024 Q1	$652K	Sell	12,427 -203	-2%	-$10.7K	0.18%	63
2023 Q4	$667K	Sell	12,630 -33,735	-73%	-$1.72M	0.2%	61
2023 Q3	$2.32M	Sell	46,365 -1,413	-3%	-$72.4K	0.8%	19
2023 Q2	$2.48M	Buy	47,778 +33,147	+227%	+$1.72M	0.84%	18
2023 Q1	$765K	Sell	14,631 -380	-3%	-$19.7K	0.29%	49
2022 Q4	$771K	Buy	+15,011	New	+$762K	0.3%	45

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

Vertex Planning Partners's MUNI Position: Q2 2026 in Review

Vertex Planning Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 14% in Q2 2026, buying an estimated $325K and bringing the position to 52,023 shares worth $2.74M. The position accounts for 0.41% of the portfolio, ranked #43.

Vertex Planning Partners first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Vertex Planning Partners held 52,023 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.74M as of Q2 2026.
Vertex Planning Partners bought 6,201 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $325K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.41% of Vertex Planning Partners's portfolio in Q2 2026, its #43 holding.
Vertex Planning Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.