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

BCS 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 		$4.87M Sell
92,544
-2,010
-2% -$105K 0.88% 32
2026
Q1 		$4.93M Sell
94,554
-83,404
-47% -$4.4M 1.01% 27
2025
Q4 		$9.33M Buy
177,958
+89,832
+102% +$4.72M 0.94% 28
2025
Q3 		$4.61M Sell
88,126
-5,779
-6% -$298K 1.04% 27
2025
Q2 		$4.82M Sell
93,905
-31,664
-25% -$1.62M 1.04% 26
2025
Q1 		$6.47M Sell
125,569
-1,264
-1% -$65.6K 1.66% 13
2024
Q4 		$6.56M Buy
126,833
+9,124
+8% +$477K 1.63% 13
2024
Q3 		$6.24M Buy
117,709
+15,115
+15% +$794K 2.65% 8
2024
Q2 		$5.34M Buy
102,594
+12,434
+14% +$646K 2.6% 8
2024
Q1 		$4.73M Buy
90,160
+16,831
+23% +$884K 1.52% 16
2023
Q4 		$3.87M Buy
73,329
+8,463
+13% +$431K 1.43% 15
2023
Q3 		$3.25M Buy
64,866
+2,416
+4% +$124K 1.35% 16
2023
Q2 		$3.24M Buy
62,450
+6,373
+11% +$331K 2.36% 11
2023
Q1 		$2.93M Buy
56,077
+4,134
+8% +$215K 1.32% 18
2022
Q4 		$2.67M Buy
51,943
+31,752
+157% +$1.61M 1.12% 21
2022
Q3 		$1.01M Buy
20,191
+12,559
+165% +$650K 0.48% 59
2022
Q2 		$393K Buy
7,632
+2,576
+51% +$133K 0.17% 110
2022
Q1 		$268K Buy
+5,056
New +$276K 0.11% 157

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BCS Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.1% in Q2 2026, selling an estimated $105K and leaving 92,544 shares worth $4.87M. The position accounts for 0.88% of the portfolio, ranked #32.

BCS Wealth Management first reported a position in MUNI in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.33M in Q4 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • BCS Wealth Management held 92,544 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.87M as of Q2 2026.
  • BCS Wealth Management sold 2,010 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $105K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.88% of BCS Wealth Management's portfolio in Q2 2026, its #32 holding.
  • BCS Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 18 quarters since.
  • BCS Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $9.33M in Q4 2025.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.