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

Benchmark Financial Wealth 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	$11M	Sell	208,454 -18,072	-8%	-$946K	2.7%	11
2026 Q1	$11.8M	Buy	226,526 +87,451	+63%	+$4.61M	3.27%	8
2025 Q4	$7.29M	Buy	139,075 +66,838	+93%	+$3.51M	2.09%	16
2025 Q3	$3.78M	Sell	72,237 -10,728	-13%	-$553K	1.14%	24
2025 Q2	$4.26M	Buy	82,965 +8,688	+12%	+$443K	1.41%	20
2025 Q1	$3.83M	Buy	74,277 +1,410	+2%	+$73.1K	1.45%	19
2024 Q4	$3.77M	Buy	72,867 +24,322	+50%	+$1.27M	1.21%	20
2024 Q3	$2.57M	Buy	48,545 +19,595	+68%	+$1.03M	0.86%	21
2024 Q2	$1.51M	Buy	28,950 +2,055	+8%	+$107K	0.56%	26
2024 Q1	$1.41M	Buy	+26,895	New	+$1.41M	0.54%	26

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

Benchmark Financial Wealth Advisors's MUNI Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8% in Q2 2026, selling an estimated $946K and leaving 208,454 shares worth $11M. The position accounts for 2.7% of the portfolio, ranked #11.

Benchmark Financial Wealth Advisors first reported a position in MUNI in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.8M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Benchmark Financial Wealth Advisors held 208,454 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $11M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 18,072 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $946K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.7% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Benchmark Financial Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
Benchmark Financial Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $11.8M in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.