Vestmark Advisory Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Vestmark Advisory Solutions’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	$3.57M	Buy	67,833 +8,566	+14%	+$449K	0.03%	496
2026 Q1	$3.09M	Buy	59,267 +22,986	+63%	+$1.21M	0.03%	476
2025 Q4	$1.9M	Sell	36,281 -43,148	-54%	-$2.27M	0.03%	592
2025 Q3	$4.15M	Buy	79,429 +43,085	+119%	+$2.22M	0.08%	249
2025 Q2	$1.87M	Sell	36,344 -21,647	-37%	-$1.1M	0.03%	392
2025 Q1	$2.99M	Buy	+57,991	New	+$3.01M	0.08%	277
2023 Q3	–	Sell	-18,075	Closed	-$937K	–	722
2023 Q2	$937K	Buy	18,075 +1,249	+7%	+$64.8K	0.04%	460
2023 Q1	$879K	Buy	16,826 +779	+5%	+$40.5K	0.04%	466
2022 Q4	$824K	Buy	16,047 +10,150	+172%	+$515K	0.04%	468
2022 Q3	$296K	Buy	+5,897	New	+$305K	0.02%	666

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

Vestmark Advisory Solutions's MUNI Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 14% in Q2 2026, buying an estimated $449K and bringing the position to 67,833 shares worth $3.57M. The position accounts for 0.03% of the portfolio, ranked #496.

Vestmark Advisory Solutions first reported a position in MUNI in Q3 2022 and has held it in 10 quarters since. The position peaked at $4.15M in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Vestmark Advisory Solutions held 67,833 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.57M as of Q2 2026.
Vestmark Advisory Solutions bought 8,566 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $449K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #496 holding.
Vestmark Advisory Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 10 quarters since.
Vestmark Advisory Solutions's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.15M 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 Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.