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Barnes Pettey Financial Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Barnes Pettey Financial Advisors’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 		$559K Buy
10,630
+87
+0.8% +$4.56K 0.18% 98
2026
Q1 		$550K Buy
10,543
+85
+0.8% +$4.48K 0.24% 83
2025
Q4 		$548K Buy
+10,458
New +$549K 0.27% 69

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

Barnes Pettey Financial Advisors's MUNI Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.83% in Q2 2026, buying an estimated $4.56K and bringing the position to 10,630 shares worth $559K. The position accounts for 0.18% of the portfolio, ranked #98.

Barnes Pettey Financial Advisors first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Barnes Pettey Financial Advisors held 10,630 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $559K as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 87 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.56K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.18% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • Barnes Pettey Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.