Alpha Financial Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Alpha Financial Partners’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	$1.89M	Sell	35,986 -1,014	-3%	-$53.1K	0.99%	17
2026 Q1	$1.93M	Buy	37,000 +9,737	+36%	+$513K	1.14%	17
2025 Q4	$1.43M	Buy	27,263 +710	+3%	+$37.3K	0.87%	20
2025 Q3	$1.39M	Buy	26,553 +1,382	+5%	+$71.2K	0.9%	24
2025 Q2	$1.29M	Sell	25,171 -3,131	-11%	-$160K	0.93%	18
2025 Q1	$1.46M	Buy	28,302 +5,061	+22%	+$262K	1.17%	11
2024 Q4	$1.2M	Buy	+23,241	New	+$1.21M	0.95%	17
2024 Q3	–	Sell	-22,398	Closed	-$1.17M	–	135
2024 Q2	$1.17M	Buy	22,398 +3,451	+18%	+$179K	1.01%	15
2024 Q1	$994K	Buy	18,947 +590	+3%	+$31K	0.9%	16
2023 Q4	$969K	Buy	+18,357	New	+$934K	0.96%	16

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

Alpha Financial Partners's MUNI Position: Q2 2026 in Review

Alpha Financial Partners reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.7% in Q2 2026, selling an estimated $53.1K and leaving 35,986 shares worth $1.89M. The position accounts for 0.99% of the portfolio, ranked #17.

Alpha Financial Partners first reported a position in MUNI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.93M in Q1 2026. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Alpha Financial Partners held 35,986 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.89M as of Q2 2026.
Alpha Financial Partners sold 1,014 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $53.1K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.99% of Alpha Financial Partners's portfolio in Q2 2026, its #17 holding.
Alpha Financial Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Alpha Financial Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.93M in Q1 2026.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.