Bedel Financial Consulting’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bedel Financial Consulting’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	$681K	Hold	12,943	–	–	0.06%	143
2026 Q1	$675K	Hold	12,943	–	–	0.08%	142
2025 Q4	$678K	Hold	12,943	–	–	0.07%	140
2025 Q3	$677K	Hold	12,943	–	–	0.09%	130
2025 Q2	$665K	Buy	12,943 +195	+2%	+$9.95K	0.09%	124
2025 Q1	$651K	Hold	12,748	–	–	0.09%	121
2024 Q4	$665K	Hold	12,748	–	–	0.09%	123
2024 Q3	$675K	Hold	12,748	–	–	0.1%	112
2024 Q2	$664K	Hold	12,748	–	–	0.1%	110
2024 Q1	$669K	Hold	12,748	–	–	0.1%	105
2023 Q4	$673K	Hold	12,748	–	–	0.12%	99
2023 Q3	$638K	Hold	12,748	–	–	0.13%	94
2023 Q2	$661K	Hold	12,748	–	–	0.14%	92
2023 Q1	$666K	Hold	12,748	–	–	0.16%	83
2022 Q4	$655K	Buy	+12,748	New	+$647K	0.16%	83

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

Bedel Financial Consulting's MUNI Position: Q2 2026 in Review

Bedel Financial Consulting held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 12,943 shares worth $681K. The position accounts for 0.06% of the portfolio, ranked #143.

Bedel Financial Consulting first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Bedel Financial Consulting held 12,943 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $681K as of Q2 2026.
Bedel Financial Consulting left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.06% of Bedel Financial Consulting's portfolio in Q2 2026, its #143 holding.
Bedel Financial Consulting first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.