Vista Investment Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Vista Investment Management’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	$399K	Hold	7,594	–	–	0.12%	139
2026 Q1	$396K	Hold	7,594	–	–	0.13%	129
2025 Q4	$398K	Buy	7,594 +1,575	+26%	+$82.7K	0.13%	133
2025 Q3	$315K	Hold	6,019	–	–	0.11%	145
2025 Q2	$309K	Hold	6,019	–	–	0.11%	147
2025 Q1	$310K	Hold	6,019	–	–	0.12%	145
2024 Q4	$311K	Sell	6,019 -535	-8%	-$27.9K	0.12%	148
2024 Q3	$347K	Hold	6,554	–	–	0.13%	137
2024 Q2	$341K	Buy	6,554 +155	+2%	+$8.06K	0.14%	132
2024 Q1	$336K	Buy	6,399 +95	+2%	+$4.99K	0.14%	136
2023 Q4	$333K	Sell	6,304 -1,967	-24%	-$100K	0.15%	128
2023 Q3	$414K	Sell	8,271 -737	-8%	-$37.8K	0.22%	117
2023 Q2	$467K	Buy	9,008 +2,291	+34%	+$119K	0.24%	114
2023 Q1	$351K	Buy	+6,717	New	+$349K	0.19%	126

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 22.9% 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

Vista Investment Management's MUNI Position: Q2 2026 in Review

Vista Investment Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 7,594 shares worth $399K. The position accounts for 0.12% of the portfolio, ranked #139.

Vista Investment Management first reported a position in MUNI in Q1 2023 and has held it in 14 quarters since. The position peaked at $467K in Q2 2023. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Vista Investment Management held 7,594 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $399K as of Q2 2026.
Vista Investment Management 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 0.12% of Vista Investment Management's portfolio in Q2 2026, its #139 holding.
Vista Investment Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
Vista Investment Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $467K in Q2 2023.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.