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

Austin 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	$12.1M	Sell	231,539 -12,399	-5%	-$649K	2.55%	11
2026 Q1	$12.7M	Sell	243,938 -57,481	-19%	-$3.03M	2.89%	10
2025 Q4	$15.9M	Sell	301,419 -1,657	-0.5%	-$87K	2.35%	12
2025 Q3	$16M	Buy	303,076 +5,029	+2%	+$259K	2.51%	11
2025 Q2	$15.2M	Buy	298,047 +221,958	+292%	+$11.3M	2.71%	10
2025 Q1	$3.87M	Buy	76,089 +34,595	+83%	+$1.79M	0.78%	31
2024 Q4	$2.14M	Buy	41,494 +4,277	+11%	+$223K	0.44%	40
2024 Q3	$1.97M	Buy	37,217 +710	+2%	+$37.3K	0.43%	40
2024 Q2	$1.91M	Buy	36,507 +1,012	+3%	+$52.6K	0.45%	40
2024 Q1	$1.84M	Buy	35,495 +677	+2%	+$35.6K	0.46%	39
2023 Q4	$1.83M	Sell	34,818 -3,375	-9%	-$172K	0.49%	38
2023 Q3	$1.95M	Buy	+38,193	New	+$1.96M	0.6%	35

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

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

Austin Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.1% in Q2 2026, selling an estimated $649K and leaving 231,539 shares worth $12.1M. The position accounts for 2.55% of the portfolio, ranked #11.

Austin Wealth Management first reported a position in MUNI in Q3 2023 and has held it in 12 quarters since. The position peaked at $16M in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Austin Wealth Management held 231,539 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $12.1M as of Q2 2026.
Austin Wealth Management sold 12,399 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $649K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.55% of Austin Wealth Management's portfolio in Q2 2026, its #11 holding.
Austin Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $16M in Q3 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.