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

World Investment 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	$2.1M	Hold	40,294	–	–	0.03%	460
2026 Q1	$2.1M	Buy	40,294 +1,627	+4%	+$85.8K	0.03%	469
2025 Q4	$2.03M	Buy	38,667 +2,273	+6%	+$119K	0.03%	465
2025 Q3	$1.9M	Buy	36,394 +35	+0.1%	+$1.8K	0.04%	405
2025 Q2	$1.87M	Buy	36,359 +71	+0.2%	+$3.62K	0.04%	386
2025 Q1	$1.87M	Buy	36,288 +112	+0.3%	+$5.81K	0.05%	364
2024 Q4	$1.87M	Buy	+36,176	New	+$1.89M	0.05%	338

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 22.9% 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

World Investment Advisors's MUNI Position: Q2 2026 in Review

World Investment Advisors held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 40,294 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #460.

World Investment Advisors first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

World Investment Advisors held 40,294 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.1M as of Q2 2026.
World Investment Advisors 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 0.03% of World Investment Advisors's portfolio in Q2 2026, its #460 holding.
World Investment Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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