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

Bravera 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 		$1.77M Buy
33,612
+16,365
+95% +$857K 0.68% 31
2026
Q1 		$900K Buy
17,247
+14,810
+608% +$781K 0.41% 45
2025
Q4 		$128K Buy
+2,437
New +$128K 0.06% 129

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

Bravera Wealth's MUNI Position: Q2 2026 in Review

Bravera Wealth increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 95% in Q2 2026, buying an estimated $857K and bringing the position to 33,612 shares worth $1.77M. The position accounts for 0.68% of the portfolio, ranked #31.

Bravera Wealth first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Bravera Wealth held 33,612 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.77M as of Q2 2026.
  • Bravera Wealth bought 16,365 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $857K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.68% of Bravera Wealth's portfolio in Q2 2026, its #31 holding.
  • Bravera Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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