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

Barnes Wealth Management Group’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 Q1	$1.05M	Buy	20,139 +3,546	+21%	+$187K	0.53%	51
2025 Q4	$870K	Buy	16,593 +214	+1%	+$11.2K	0.47%	54
2025 Q3	$856K	Buy	16,379 +517	+3%	+$26.6K	0.47%	56
2025 Q2	$815K	Buy	15,862 +836	+6%	+$42.7K	0.48%	55
2025 Q1	$775K	Buy	15,026 +1,018	+7%	+$52.8K	0.5%	52
2024 Q4	$725K	Buy	+14,008	New	+$732K	0.49%	52

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Barnes Wealth Management Group's MUNI Position: Q1 2026 in Review

Barnes Wealth Management Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 21% in Q1 2026, buying an estimated $187K and bringing the position to 20,139 shares worth $1.05M. The position accounts for 0.53% of the portfolio, ranked #51.

Barnes Wealth Management Group first reported a position in MUNI in Q4 2024 and has held it in 6 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Barnes Wealth Management Group held 20,139 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.05M as of Q1 2026.
Barnes Wealth Management Group bought 3,546 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $187K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.53% of Barnes Wealth Management Group's portfolio in Q1 2026, its #51 holding.
Barnes Wealth Management Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.