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CFS Investment Advisory Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

CFS Investment Advisory Services’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 		$1.16M Buy
22,106
+5,387
+32% +$282K 0.08% 180
2026
Q1 		$879K Buy
16,719
+1,315
+9% +$69.3K 0.06% 203
2025
Q4 		$807K Buy
15,404
+1,337
+10% +$70.2K 0.06% 198
2025
Q3 		$741K Buy
14,067
+6,812
+94% +$351K 0.06% 201
2025
Q2 		$373K Sell
7,255
-51,337
-88% -$2.62M 0.03% 258
2025
Q1 		$3.02M Buy
58,592
+19,000
+48% +$985K 0.27% 81
2024
Q4 		$2.05M Buy
+39,592
New +$2.07M 0.18% 104

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

CFS Investment Advisory Services's MUNI Position: Q2 2026 in Review

CFS Investment Advisory Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 32% in Q2 2026, buying an estimated $282K and bringing the position to 22,106 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #180.

CFS Investment Advisory Services first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q1 2025. 129 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • CFS Investment Advisory Services held 22,106 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.16M as of Q2 2026.
  • CFS Investment Advisory Services bought 5,387 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $282K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.08% of CFS Investment Advisory Services's portfolio in Q2 2026, its #180 holding.
  • CFS Investment Advisory Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • CFS Investment Advisory Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.02M in Q1 2025.
  • 129 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.