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

Bridge Generations Wealth Management’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	$3.15M	Buy	59,878 +13,081	+28%	+$685K	1.61%	17
2026 Q1	$2.44M	Buy	46,797 +11,402	+32%	+$601K	1.4%	18
2025 Q4	$1.86M	Buy	35,395 +3,150	+10%	+$165K	1.15%	17
2025 Q3	$1.69M	Sell	32,245 -15,128	-32%	-$779K	1.12%	19
2025 Q2	$2.43M	Buy	47,373 +351	+0.7%	+$17.9K	1.48%	19
2025 Q1	$2.42M	Buy	+47,022	New	+$2.44M	1.52%	18

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

Bridge Generations Wealth Management's MUNI Position: Q2 2026 in Review

Bridge Generations Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 28% in Q2 2026, buying an estimated $685K and bringing the position to 59,878 shares worth $3.15M. The position accounts for 1.61% of the portfolio, ranked #17.

Bridge Generations Wealth Management first reported a position in MUNI in Q1 2025 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Bridge Generations Wealth Management held 59,878 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.15M as of Q2 2026.
Bridge Generations Wealth Management bought 13,081 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $685K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.61% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #17 holding.
Bridge Generations Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.