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Brady Martz Wealth Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Brady Martz Wealth Solutions’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 		$928K Sell
17,643
-641
-4% -$33.6K 0.14% 107
2026
Q1 		$954K Sell
18,284
-318
-2% -$16.8K 0.16% 100
2025
Q4 		$975K Sell
18,602
-3,829
-17% -$201K 0.17% 91
2025
Q3 		$1.17M Hold
22,431
– – 0.21% 86
2025
Q2 		$1.15M Sell
22,431
-4,050
-15% -$207K 0.22% 83
2025
Q1 		$1.37M Sell
26,481
-242
-0.9% -$12.6K 0.31% 69
2024
Q4 		$1.37M Buy
+26,723
New +$1.4M 0.33% 66

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
HI
Harper Investing Santa Clara, California $297M AUM 22.11% 1-Year Est. Return

Brady Martz Wealth Solutions's MUNI Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.5% in Q2 2026, selling an estimated $33.6K and leaving 17,643 shares worth $928K. The position accounts for 0.14% of the portfolio, ranked #107.

Brady Martz Wealth Solutions first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2024. 151 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Brady Martz Wealth Solutions held 17,643 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $928K as of Q2 2026.
  • Brady Martz Wealth Solutions sold 641 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $33.6K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.14% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #107 holding.
  • Brady Martz Wealth Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • Brady Martz Wealth Solutions's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.37M in Q4 2024.
  • 151 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.