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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return