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

BAM 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 		$1.57M Buy
29,765
+10,589
+55% +$555K 0.98% 24
2026
Q1 		$1M Buy
19,176
+659
+4% +$34.7K 0.75% 30
2025
Q4 		$970K Buy
18,517
+2,740
+17% +$144K 0.7% 36
2025
Q3 		$825K Buy
+15,777
New +$813K 0.64% 41

Other funds holding MUNI

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

BAM Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 55% in Q2 2026, buying an estimated $555K and bringing the position to 29,765 shares worth $1.57M. The position accounts for 0.98% of the portfolio, ranked #24.

BAM Wealth Management first reported a position in MUNI in Q3 2025 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • BAM Wealth Management held 29,765 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.57M as of Q2 2026.
  • BAM Wealth Management bought 10,589 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $555K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.98% of BAM Wealth Management's portfolio in Q2 2026, its #24 holding.
  • BAM 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.
  • 276 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.