Brandywine Oak Private Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Brandywine Oak Private Wealth’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	$3.72M	Sell	70,791 -2,345	-3%	-$123K	0.28%	48
2026 Q1	$3.82M	Sell	73,136 -905	-1%	-$47.7K	0.32%	42
2025 Q4	$3.88M	Sell	74,041 -970	-1%	-$50.9K	0.33%	40
2025 Q3	$3.92M	Sell	75,011 -2,927	-4%	-$151K	0.34%	39
2025 Q2	$4M	Buy	77,938 +52,815	+210%	+$2.69M	0.37%	37
2025 Q1	$1.3M	Hold	25,123	–	–	0.13%	84
2024 Q4	$1.3M	Hold	25,123	–	–	0.13%	84
2024 Q3	$1.33M	Buy	25,123 +2,293	+10%	+$120K	0.13%	85
2024 Q2	$1.19M	Buy	22,830 +11,923	+109%	+$620K	0.12%	86
2024 Q1	$572K	Buy	10,907 +555	+5%	+$29.2K	0.06%	140
2023 Q4	$547K	Buy	+10,352	New	+$527K	0.06%	139
2022 Q4	–	Sell	-4,203	Closed	-$210K	–	278
2022 Q3	$210K	Buy	+4,203	New	+$217K	0.03%	280

Other funds holding MUNI

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Brandywine Oak Private Wealth's MUNI Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.2% in Q2 2026, selling an estimated $123K and leaving 70,791 shares worth $3.72M. The position accounts for 0.28% of the portfolio, ranked #48.

Brandywine Oak Private Wealth first reported a position in MUNI in Q3 2022 and has held it in 12 quarters since. The position peaked at $4M in Q2 2025. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Brandywine Oak Private Wealth held 70,791 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.72M as of Q2 2026.
Brandywine Oak Private Wealth sold 2,345 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $123K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.28% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #48 holding.
Brandywine Oak Private Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 12 quarters since.
Brandywine Oak Private Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4M in Q2 2025.
215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.