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

VestGen 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	$3.62M	Sell	68,916 -1,972	-3%	-$103K	0.11%	192
2026 Q1	$3.71M	Sell	70,888 -1,146	-2%	-$60.4K	0.1%	180
2025 Q4	$3.78M	Sell	72,034 -3,189	-4%	-$167K	0.16%	133
2025 Q3	$3.93M	Buy	+75,223	New	+$3.87M	0.13%	156

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

VestGen Advisors's MUNI Position: Q2 2026 in Review

VestGen Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.8% in Q2 2026, selling an estimated $103K and leaving 68,916 shares worth $3.62M. The position accounts for 0.11% of the portfolio, ranked #192.

VestGen Advisors first reported a position in MUNI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.93M in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

VestGen Advisors held 68,916 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.62M as of Q2 2026.
VestGen Advisors sold 1,972 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $103K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.11% of VestGen Advisors's portfolio in Q2 2026, its #192 holding.
VestGen Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
VestGen Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.93M in Q3 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.