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

AE Wealth 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	$10.8M	Buy	206,167 +128,141	+164%	+$6.71M	0.05%	293
2026 Q1	$4.07M	Buy	78,026 +77,874	+51,233%	+$4.11M	0.02%	470
2025 Q4	$7.97K	Buy	152 +133	+700%	+$6.98K	﹤0.01%	2170
2025 Q3	$993	Hold	19	–	–	﹤0.01%	2212
2025 Q2	$976	Hold	19	–	–	﹤0.01%	2074
2025 Q1	$979	Hold	19	–	–	﹤0.01%	2075
2024 Q4	$983	Buy	+19	New	+$993	﹤0.01%	2042

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

AE Wealth Management's MUNI Position: Q2 2026 in Review

AE Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 164% in Q2 2026, buying an estimated $6.71M and bringing the position to 206,167 shares worth $10.8M. The position accounts for 0.05% of the portfolio, ranked #293.

AE Wealth Management first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

AE Wealth Management held 206,167 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $10.8M as of Q2 2026.
AE Wealth Management bought 128,141 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $6.71M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #293 holding.
AE Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.