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

WCG 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	$71.5M	Buy	1,359,631 +396,852	+41%	+$20.8M	1.7%	7
2026 Q1	$50.2M	Buy	962,779 +98,234	+11%	+$5.18M	1.41%	9
2025 Q4	$45.3M	Buy	864,545 +611,375	+241%	+$32.1M	1.27%	17
2025 Q3	$13.2M	Sell	253,170 -74,306	-23%	-$3.83M	0.83%	33
2025 Q2	$16.8M	Sell	327,476 -88,385	-21%	-$4.51M	1.09%	21
2025 Q1	$21.4M	Sell	415,861 -56,174	-12%	-$2.91M	1.63%	13
2024 Q4	$24.4M	Buy	472,035 +4,659	+1%	+$243K	1.61%	13
2024 Q3	$24.8M	Sell	467,376 -75,914	-14%	-$3.99M	1.67%	9
2024 Q2	$28.3M	Buy	543,290 +83,995	+18%	+$4.37M	2.09%	8
2024 Q1	$24.1M	Sell	459,295 -71,639	-13%	-$3.76M	2.01%	9
2023 Q4	$28M	Sell	530,934 -98,367	-16%	-$5.01M	2.06%	7
2023 Q3	$33.2M	Buy	629,301 +19,619	+3%	+$1.01M	2.43%	5
2023 Q2	$31.6M	Buy	609,682 +31,227	+5%	+$1.62M	3.69%	4
2023 Q1	$30.2M	Buy	578,455 +37,288	+7%	+$1.94M	3.87%	5
2022 Q4	$27.8M	Buy	541,167 +136,508	+34%	+$6.93M	3.82%	5
2022 Q3	$22.7M	Sell	404,659 -94,045	-19%	-$4.87M	3%	5
2022 Q2	$25.7M	Buy	+498,704	New	+$25.8M	3.57%	4

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

WCG Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 41% in Q2 2026, buying an estimated $20.8M and bringing the position to 1,359,631 shares worth $71.5M. The position accounts for 1.7% of the portfolio, ranked #7.

WCG Wealth Advisors first reported a position in MUNI in Q2 2022 and has held it in 17 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

WCG Wealth Advisors held 1,359,631 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $71.5M as of Q2 2026.
WCG Wealth Advisors bought 396,852 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $20.8M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.7% of WCG Wealth Advisors's portfolio in Q2 2026, its #7 holding.
WCG Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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