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

Cornerstone 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	$1.56M	Sell	29,661 -1,147	-4%	-$60.1K	0.07%	256
2026 Q1	$1.61M	Sell	30,808 -1,372	-4%	-$72.3K	0.08%	228
2025 Q4	$1.69M	Sell	32,180 -6,910	-18%	-$363K	0.09%	204
2025 Q3	$2.04M	Sell	39,090 -1,343	-3%	-$69.2K	0.11%	170
2025 Q2	$2.08M	Sell	40,433 -4,314	-10%	-$220K	0.13%	152
2025 Q1	$2.31M	Buy	44,747 +367	+0.8%	+$19K	0.16%	132
2024 Q4	$2.3M	Buy	44,380 +465	+1%	+$24.3K	0.16%	133
2024 Q3	$2.33M	Sell	43,915 -609	-1%	-$32K	0.16%	127
2024 Q2	$2.32M	Buy	44,524 +783	+2%	+$40.7K	0.18%	120
2024 Q1	$2.3M	Sell	43,741 -382	-0.9%	-$20.1K	0.19%	118
2023 Q4	$2.33M	Sell	44,123 -1,836	-4%	-$93.5K	0.2%	111
2023 Q3	$2.3M	Sell	45,959 -2,553	-5%	-$131K	0.22%	107
2023 Q2	$2.51M	Buy	48,512 +1,640	+3%	+$85.1K	0.22%	104
2023 Q1	$2.45M	Buy	+46,872	New	+$2.43M	0.24%	96
2022 Q3	$3.03M	Buy	60,398 +5,151	+9%	+$267K	0.34%	71
2022 Q2	$2.84M	Sell	55,247 -23,496	-30%	-$1.22M	0.32%	70
2022 Q1	$4.17M	Buy	78,743 +8,662	+12%	+$474K	0.41%	53
2021 Q4	$3.94M	Sell	70,081 -162	-0.2%	-$9.11K	0.38%	61
2021 Q3	$3.96M	Sell	70,243 -2,022	-3%	-$115K	0.42%	54
2021 Q2	$4.1M	Buy	72,265 +2,795	+4%	+$158K	0.43%	50
2021 Q1	$3.9M	Sell	69,470 -1,016	-1%	-$57.5K	0.46%	46
2020 Q4	$4M	Buy	70,486 +8,617	+14%	+$485K	0.5%	40
2020 Q3	$3.48M	Buy	61,869 +4,242	+7%	+$239K	0.52%	37
2020 Q2	$3.21M	Buy	57,627 +21,050	+58%	+$1.15M	0.52%	33
2020 Q1	$2M	Buy	36,577 +4,768	+15%	+$263K	0.38%	49
2019 Q4	$1.76M	Buy	31,809 +1,697	+6%	+$93.6K	0.28%	70
2019 Q3	$1.67M	Sell	30,112 -435	-1%	-$24K	0.29%	68
2019 Q2	$1.68M	Buy	30,547 +588	+2%	+$31.9K	0.3%	66
2019 Q1	$609K	Buy	29,959 +1,598	+6%	+$85.2K	0.07%	253
2018 Q4	$1.5M	Buy	+28,361	New	+$1.48M	0.32%	68
2018 Q1	$1.45M	Sell	27,540 -2,738	-9%	-$145K	0.28%	71
2017 Q4	$1.62M	Sell	30,278 -1,277	-4%	-$68.5K	0.3%	69
2017 Q3	$1.7M	Buy	31,555 +2,655	+9%	+$143K	0.35%	52
2017 Q2	$1.54M	Buy	28,900 +8,865	+44%	+$473K	0.35%	57
2017 Q1	$1.06M	Buy	20,035 +2,008	+11%	+$106K	0.26%	82
2016 Q4	$945K	Buy	18,027 +6,571	+57%	+$351K	0.3%	66
2016 Q3	$627K	Buy	+11,456	New	+$630K	0.23%	90
2016 Q1	$214K	Buy	+3,913	New	+$212K	0.16%	87

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

Cornerstone Wealth Management's MUNI Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.7% in Q2 2026, selling an estimated $60.1K and leaving 29,661 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #256.

Cornerstone Wealth Management first reported a position in MUNI in Q1 2016 and has held it in 38 quarters since. The position peaked at $4.17M in Q1 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Cornerstone Wealth Management held 29,661 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.56M as of Q2 2026.
Cornerstone Wealth Management sold 1,147 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $60.1K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.07% of Cornerstone Wealth Management's portfolio in Q2 2026, its #256 holding.
Cornerstone Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2016 and has held it in 38 quarters since.
Cornerstone Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.17M in Q1 2022.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.