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

YHB 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	$1.33M	Sell	25,240 -4,542	-15%	-$238K	0.09%	150
2026 Q1	$1.55M	Buy	29,782 +4,820	+19%	+$254K	0.11%	138
2025 Q4	$1.31M	Buy	24,962 +7,454	+43%	+$391K	0.09%	146
2025 Q3	$915K	Buy	17,508 +3,093	+21%	+$159K	0.07%	171
2025 Q2	$740K	Buy	14,415 +1,938	+16%	+$98.9K	0.06%	185
2025 Q1	$643K	Buy	12,477 +698	+6%	+$36.2K	0.05%	186
2024 Q4	$609K	Buy	+11,779	New	+$615K	0.05%	186

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

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

YHB Investment Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 15% in Q2 2026, selling an estimated $238K and leaving 25,240 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #150.

YHB Investment Advisors first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

YHB Investment Advisors held 25,240 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.33M as of Q2 2026.
YHB Investment Advisors sold 4,542 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $238K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.09% of YHB Investment Advisors's portfolio in Q2 2026, its #150 holding.
YHB 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.
YHB Investment Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.55M 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 YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.