Westside Investment Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Westside Investment Management’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	$1.54M	Sell	29,292 -1,100	-4%	-$57.6K	0.2%	117
2026 Q1	$1.59M	Hold	30,392	–	–	0.24%	101
2025 Q4	$1.59M	Sell	30,392 -4,000	-12%	-$210K	0.25%	91
2025 Q3	$1.8M	Sell	34,392 -100	-0.3%	-$5.15K	0.29%	81
2025 Q2	$1.77M	Sell	34,492 -400	-1%	-$20.4K	0.33%	79
2025 Q1	$1.8M	Sell	34,892 -399	-1%	-$20.7K	0.38%	66
2024 Q4	$1.83M	Hold	35,291	–	–	0.38%	65
2024 Q3	$1.87M	Sell	35,291 -1,100	-3%	-$57.8K	0.4%	61
2024 Q2	$1.89M	Sell	36,391 -1,401	-4%	-$72.8K	0.43%	58
2024 Q1	$1.98M	Sell	37,792 -101	-0.3%	-$5.3K	0.48%	50
2023 Q4	$2M	Buy	37,893 +300	+0.8%	+$15.3K	0.51%	51
2023 Q3	$1.88M	Buy	37,593 +600	+2%	+$30.8K	0.54%	49
2023 Q2	$1.92M	Sell	36,993 -800	-2%	-$41.5K	0.54%	48
2023 Q1	$1.98M	Buy	37,793 +3,100	+9%	+$161K	0.58%	45
2022 Q4	$1.78K	Buy	34,693 +32,993	+1,941%	+$1.67M	﹤0.01%	236
2022 Q3	$85	Buy	+1,700	New	+$88K	﹤0.01%	368
2017 Q1	–	Sell	-693	Closed	-$36.6K	–	780
2016 Q4	$36.6K	Buy	+693	New	+$37K	0.02%	209

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

Westside Investment Management's MUNI Position: Q2 2026 in Review

Westside Investment Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.6% in Q2 2026, selling an estimated $57.6K and leaving 29,292 shares worth $1.54M. The position accounts for 0.2% of the portfolio, ranked #117.

Westside Investment Management first reported a position in MUNI in Q4 2016 and has held it in 17 quarters since. The position peaked at $2M in Q4 2023. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Westside Investment Management held 29,292 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.54M as of Q2 2026.
Westside Investment Management sold 1,100 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $57.6K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.2% of Westside Investment Management's portfolio in Q2 2026, its #117 holding.
Westside Investment Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2016 and has held it in 17 quarters since.
Westside Investment Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2M in Q4 2023.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.