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

Balance Wealth’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 		$464K Buy
8,815
+1,082
+14% +$56.7K 0.12% 97
2026
Q1 		$404K Buy
7,733
+175
+2% +$9.23K 0.13% 103
2025
Q4 		$396K Buy
7,558
+337
+5% +$17.7K 0.13% 103
2025
Q3 		$378K Buy
7,221
+2,667
+59% +$137K 0.09% 104
2025
Q2 		$234K Buy
4,554
+319
+8% +$16.3K 0.14% 93
2025
Q1 		$218K Buy
+4,235
New +$220K 0.14% 105

Other funds holding MUNI

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
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 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
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
HI
Harper Investing Santa Clara, California $297M AUM 22.11% 1-Year Est. Return

Balance Wealth's MUNI Position: Q2 2026 in Review

Balance Wealth increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 14% in Q2 2026, buying an estimated $56.7K and bringing the position to 8,815 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #97.

Balance Wealth first reported a position in MUNI in Q1 2025 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Balance Wealth held 8,815 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $464K as of Q2 2026.
  • Balance Wealth bought 1,082 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $56.7K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.12% of Balance Wealth's portfolio in Q2 2026, its #97 holding.
  • Balance Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
  • 151 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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