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W.H. Cornerstone Investments’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

W.H. Cornerstone Investments’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 		$1.49M Buy
28,288
+1,500
+6% +$78.6K 0.84% 23
2026
Q1 		$1.4M Buy
26,788
+7,462
+39% +$393K 0.87% 25
2025
Q4 		$1.01M Sell
19,326
-1,956
-9% -$103K 0.61% 37
2025
Q3 		$1.11M Buy
21,282
+1,006
+5% +$51.8K 0.68% 39
2025
Q2 		$1.04M Sell
20,276
-1,553
-7% -$79.2K 0.66% 44
2025
Q1 		$1.13M Buy
21,829
+175
+0.8% +$9.08K 0.78% 33
2024
Q4 		$1.12M Buy
21,654
+184
+0.9% +$9.61K 0.75% 31
2024
Q3 		$1.14M Buy
21,470
+187
+0.9% +$9.82K 0.77% 33
2024
Q2 		$1.11M Buy
21,283
+47
+0.2% +$2.44K 0.79% 30
2024
Q1 		$1.11M Buy
21,236
+178
+0.8% +$9.35K 0.8% 32
2023
Q4 		$1.11M Buy
21,058
+9,458
+82% +$481K 0.88% 32
2023
Q3 		$581K Buy
11,600
+94
+0.8% +$4.82K 0.51% 61
2023
Q2 		$596K Buy
11,506
+87
+0.8% +$4.52K 0.53% 57
2023
Q1 		$597K Buy
11,419
+3,988
+54% +$207K 0.54% 57
2022
Q4 		$388K Sell
7,431
-4,541
-38% -$230K 0.37% 74
2022
Q3 		$604K Buy
+11,972
New +$619K 0.64% 52

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

W.H. Cornerstone Investments's MUNI Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.6% in Q2 2026, buying an estimated $78.6K and bringing the position to 28,288 shares worth $1.49M. The position accounts for 0.84% of the portfolio, ranked #23.

W.H. Cornerstone Investments first reported a position in MUNI in Q3 2022 and has held it in 16 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • W.H. Cornerstone Investments held 28,288 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.49M as of Q2 2026.
  • W.H. Cornerstone Investments bought 1,500 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $78.6K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.84% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #23 holding.
  • W.H. Cornerstone Investments first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.