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

Visionary Wealth 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 		$2.15M Sell
40,795
-3,508
-8% -$184K 0.08% 205
2026
Q1 		$2.31M Buy
44,303
+1,515
+4% +$79.9K 0.1% 184
2025
Q4 		$2.24M Sell
42,788
-1,919
-4% -$101K 0.1% 184
2025
Q3 		$2.34M Sell
44,707
-40,657
-48% -$2.09M 0.11% 178
2025
Q2 		$4.38M Buy
85,364
+2,005
+2% +$102K 0.22% 107
2025
Q1 		$4.3M Sell
83,359
-4,295
-5% -$223K 0.26% 102
2024
Q4 		$4.53M Buy
87,654
+410
+0.5% +$21.4K 0.27% 98
2024
Q3 		$4.62M Buy
87,244
+13
+0% +$683 0.28% 92
2024
Q2 		$4.54M Buy
87,231
+1,010
+1% +$52.5K 0.3% 90
2024
Q1 		$4.52M Buy
86,221
+5,147
+6% +$270K 0.31% 89
2023
Q4 		$4.28M Buy
81,074
+8,390
+12% +$427K 0.31% 89
2023
Q3 		$3.64M Buy
72,684
+11,350
+19% +$582K 0.29% 94
2023
Q2 		$3.18M Buy
61,334
+21,923
+56% +$1.14M 0.25% 106
2023
Q1 		$2.06M Buy
39,411
+15,089
+62% +$784K 0.17% 125
2022
Q4 		$1.25M Buy
24,322
+13,145
+118% +$667K 0.12% 159
2022
Q3 		$560K Buy
11,177
+3,897
+54% +$202K 0.06% 213
2022
Q2 		$375K Buy
7,280
+2,218
+44% +$115K 0.03% 284
2022
Q1 		$268K Buy
+5,062
New +$277K 0.02% 355

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Visionary Wealth Advisors's MUNI Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7.9% in Q2 2026, selling an estimated $184K and leaving 40,795 shares worth $2.15M. The position accounts for 0.08% of the portfolio, ranked #205.

Visionary Wealth Advisors first reported a position in MUNI in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.62M in Q3 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Visionary Wealth Advisors held 40,795 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.15M as of Q2 2026.
  • Visionary Wealth Advisors sold 3,508 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $184K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.08% of Visionary Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Visionary Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.62M 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 Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.