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

Clark Wealth Partners’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 		– Sell
-9,606
Closed -$501K – 623
2026
Q1 		$501K Hold
9,606
– – 0.34% 40
2025
Q4 		$503K Hold
9,606
– – 0.31% 42
2025
Q3 		$503K Buy
+9,606
New +$495K 0.31% 42

Other funds holding MUNI

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Clark Wealth Partners's MUNI Position: Q2 2026 in Review

Clark Wealth Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026, closing a stake of 9,606 shares — an estimated $501K sold.

Clark Wealth Partners first reported a position in MUNI in Q3 2025 and held it in 3 quarters. The position peaked at $503K in Q4 2025. 435 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Clark Wealth Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 9,606 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $501K.
  • Clark Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and held it in 3 quarters.
  • Clark Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $503K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.