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

WBH Advisory’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	$1.87M	Hold	35,511	–	–	0.13%	126
2026 Q1	$1.85M	Buy	35,511 +21,564	+155%	+$1.14M	0.14%	116
2025 Q4	$731K	Hold	13,947	–	–	0.05%	195
2025 Q3	$729K	Sell	13,947 -3,192	-19%	-$164K	0.06%	195
2025 Q2	$880K	Buy	17,139 +7,329	+75%	+$374K	0.08%	172
2025 Q1	$506K	Buy	9,810 +1,039	+12%	+$53.9K	0.05%	210
2024 Q4	$454K	Hold	8,771	–	–	0.04%	221
2024 Q3	$465K	Hold	8,771	–	–	0.04%	222
2024 Q2	$457K	Buy	8,771 +764	+10%	+$39.7K	0.05%	222
2024 Q1	$420K	Buy	8,007 +1,357	+20%	+$71.3K	0.04%	229
2023 Q4	$351K	Buy	6,650 +744	+13%	+$37.9K	0.04%	243
2023 Q3	$296K	Buy	+5,906	New	+$303K	0.04%	253
2022 Q3	$1.92M	Buy	38,214 +25,309	+196%	+$1.31M	0.28%	82
2022 Q2	$670K	Sell	12,905 -17,980	-58%	-$930K	0.09%	176
2022 Q1	$1.6M	Buy	+30,885	New	+$1.69M	0.2%	105

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

WBH Advisory's MUNI Position: Q2 2026 in Review

WBH Advisory held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 35,511 shares worth $1.87M. The position accounts for 0.13% of the portfolio, ranked #126.

WBH Advisory first reported a position in MUNI in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q3 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

WBH Advisory held 35,511 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.87M as of Q2 2026.
WBH Advisory 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 0.13% of WBH Advisory's portfolio in Q2 2026, its #126 holding.
WBH Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 15 quarters since.
WBH Advisory's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.92M in Q3 2022.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.