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 Q2	$1.18M	Buy	22,434 +2,295	+11%	+$120K	0.55%	49
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barnes Wealth Management Group's MUNI Position: Q2 2026 in Review

Barnes Wealth Management Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 11% in Q2 2026, buying an estimated $120K and bringing the position to 22,434 shares worth $1.18M. The position accounts for 0.55% of the portfolio, ranked #49.

Barnes Wealth Management Group first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Barnes Wealth Management Group held 22,434 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.18M as of Q2 2026.
Barnes Wealth Management Group bought 2,295 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $120K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.55% of Barnes Wealth Management Group's portfolio in Q2 2026, its #49 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 7 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.