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

Axxcess 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 		$2.07M Sell
39,262
-4,395
-10% -$230K 0.03% 388
2026
Q1 		$2.28M Buy
43,657
+4,730
+12% +$249K 0.07% 180
2025
Q4 		$2.04M Buy
38,927
+10,582
+37% +$556K 0.04% 378
2025
Q3 		$1.48M Buy
+28,345
New +$1.46M 0.03% 373

Other funds holding MUNI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
PW Advisors Tallahassee, Florida $150M AUM
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

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

Axxcess Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 10% in Q2 2026, selling an estimated $230K and leaving 39,262 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #388.

Axxcess Wealth Management first reported a position in MUNI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.28M in Q1 2026. 294 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Axxcess Wealth Management held 39,262 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.07M as of Q2 2026.
  • Axxcess Wealth Management sold 4,395 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $230K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #388 holding.
  • Axxcess Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • Axxcess Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.28M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.