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

Bragg Financial 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	$1.34M	Buy	25,457 +13,471	+112%	+$706K	0.04%	218
2026 Q1	$626K	Buy	11,986 +1,900	+19%	+$100K	0.02%	258
2025 Q4	$529K	Buy	10,086 +2,275	+29%	+$119K	0.02%	266
2025 Q3	$408K	Buy	7,811 +1,289	+20%	+$66.4K	0.01%	288
2025 Q2	$335K	Buy	+6,522	New	+$333K	0.01%	300

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

Bragg Financial Advisors's MUNI Position: Q2 2026 in Review

Bragg Financial Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 112% in Q2 2026, buying an estimated $706K and bringing the position to 25,457 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #218.

Bragg Financial Advisors first reported a position in MUNI in Q2 2025 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Bragg Financial Advisors held 25,457 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.34M as of Q2 2026.
Bragg Financial Advisors bought 13,471 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $706K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Bragg Financial Advisors's portfolio in Q2 2026, its #218 holding.
Bragg Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.