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

Waverly 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	$7.76M	Buy	147,442 +91,494	+164%	+$4.79M	0.05%	340
2026 Q1	$2.92M	Sell	55,948 -938	-2%	-$49.5K	0.02%	554
2025 Q4	$2.98M	Buy	56,886 +4,057	+8%	+$213K	0.02%	493
2025 Q3	$2.76M	Buy	52,829 +8,182	+18%	+$421K	0.03%	442
2025 Q2	$2.29M	Buy	44,647 +3,058	+7%	+$156K	0.03%	468
2025 Q1	$2.14M	Buy	41,589 +2,063	+5%	+$107K	0.03%	464
2024 Q4	$2.04M	Buy	39,526 +7,259	+22%	+$379K	0.03%	384
2024 Q3	$1.71M	Buy	32,267 +862	+3%	+$45.3K	0.03%	360
2024 Q2	$1.63M	Buy	31,405 +1,388	+5%	+$72.1K	0.03%	349
2024 Q1	$1.58M	Buy	+30,017	New	+$1.58M	0.04%	295

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

Waverly Advisors's MUNI Position: Q2 2026 in Review

Waverly Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 164% in Q2 2026, buying an estimated $4.79M and bringing the position to 147,442 shares worth $7.76M. The position accounts for 0.05% of the portfolio, ranked #340.

Waverly Advisors first reported a position in MUNI in Q1 2024 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Waverly Advisors held 147,442 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.76M as of Q2 2026.
Waverly Advisors bought 91,494 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.79M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #340 holding.
Waverly Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.