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

Wealthcare Advisory Partners’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	$222K	Buy	+4,228	New	+$221K	﹤0.01%	1004
2025 Q4	–	Sell	-6,358	Closed	-$332K	–	1095
2025 Q3	$332K	Hold	6,358	–	–	0.01%	815
2025 Q2	$327K	Buy	6,358 +180	+3%	+$9.19K	0.01%	765
2025 Q1	$318K	Hold	6,178	–	–	0.01%	723
2024 Q4	$320K	Sell	6,178 -427	-6%	-$22.3K	0.01%	692
2024 Q3	$350K	Buy	6,605 +1,771	+37%	+$93K	0.01%	666
2024 Q2	$252K	Sell	4,834 -317	-6%	-$16.5K	0.01%	730
2024 Q1	$270K	Sell	5,151 -731	-12%	-$38.4K	0.01%	703
2023 Q4	$311K	Buy	5,882 +409	+7%	+$20.8K	0.01%	600
2023 Q3	$274K	Sell	5,473 -3,628	-40%	-$186K	0.01%	573
2023 Q2	$472K	Buy	9,101 +3,525	+63%	+$183K	0.02%	459
2023 Q1	$291K	Buy	+5,576	New	+$290K	0.01%	584
2021 Q2	–	Sell	-100	Closed	-$6K	–	1357
2021 Q1	$6K	Buy	+100	New	+$5.66K	﹤0.01%	1598
2020 Q2	–	Sell	-100	Closed	-$5K	–	980
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	1112
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	1069
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	1035
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	1065
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	973
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	937
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	997
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	986
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	833
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	785
2017 Q3	$5K	Buy	+100	New	+$5.38K	﹤0.01%	650

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

Wealthcare Advisory Partners's MUNI Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026: 4,228 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in MUNI as recently as Q3 2025.

Wealthcare Advisory Partners first reported a position in MUNI in Q3 2017 and has held it in 24 quarters since. The position peaked at $472K in Q2 2023. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Wealthcare Advisory Partners held 4,228 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $222K as of Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Wealthcare Advisory Partners position in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1004 holding.
Wealthcare Advisory Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2017 and has held it in 24 quarters since.
Wealthcare Advisory Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $472K in Q2 2023.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.