AssetMark Inc’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

AssetMark Inc’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	$985K	Buy	18,730 +4,576	+32%	+$240K	﹤0.01%	1094
2026 Q1	$739K	Buy	14,154 +2,616	+23%	+$138K	﹤0.01%	1087
2025 Q4	$605K	Buy	11,538 +8,162	+242%	+$428K	﹤0.01%	1104
2025 Q3	$176K	Buy	3,376 +1,301	+63%	+$67K	﹤0.01%	1292
2025 Q2	$107K	Buy	2,075 +2,070	+41,400%	+$106K	﹤0.01%	1354
2025 Q1	$258	Hold	5	–	–	﹤0.01%	2506
2024 Q4	$259	Hold	5	–	–	﹤0.01%	2455
2024 Q3	$265	Hold	5	–	–	﹤0.01%	2140
2024 Q2	$260	Buy	+5	New	+$260	﹤0.01%	1984

Other funds holding MUNI

SFGP

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

AssetMark Inc's MUNI Position: Q2 2026 in Review

AssetMark Inc increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 32% in Q2 2026, buying an estimated $240K and bringing the position to 18,730 shares worth $985K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

AssetMark Inc first reported a position in MUNI in Q2 2024 and has held it in 9 quarters since. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

AssetMark Inc held 18,730 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $985K as of Q2 2026.
AssetMark Inc bought 4,576 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $240K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1094 holding.
AssetMark Inc first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.