Williams & Novak’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Williams & Novak’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	$1.75M	Sell	33,315 -475	-1%	-$24.9K	1.16%	21
2026 Q1	$1.76M	Buy	33,790 +12,175	+56%	+$642K	1.32%	22
2025 Q4	$1.13M	Sell	21,615 -2,835	-12%	-$149K	0.85%	30
2025 Q3	$1.28M	Buy	24,450 +6,550	+37%	+$337K	0.98%	29
2025 Q2	$919K	Buy	17,900 +2,350	+15%	+$120K	0.78%	42
2025 Q1	$802K	Buy	15,550 +650	+4%	+$33.7K	0.78%	35
2024 Q4	$771K	Sell	14,900 -11,215	-43%	-$586K	0.74%	35
2024 Q3	$1.38M	Buy	26,115 +1,100	+4%	+$57.8K	1.29%	25
2024 Q2	$1.3M	Buy	25,015 +7,725	+45%	+$401K	1.21%	25
2024 Q1	$913K	Hold	17,290	–	–	1.04%	31
2023 Q4	$913K	Buy	+17,290	New	+$880K	1.04%	31

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

Williams & Novak's MUNI Position: Q2 2026 in Review

Williams & Novak reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.4% in Q2 2026, selling an estimated $24.9K and leaving 33,315 shares worth $1.75M. The position accounts for 1.16% of the portfolio, ranked #21.

Williams & Novak first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Williams & Novak held 33,315 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.75M as of Q2 2026.
Williams & Novak sold 475 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $24.9K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.16% of Williams & Novak's portfolio in Q2 2026, its #21 holding.
Williams & Novak first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.76M in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.