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

Destiny 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	$545K	Sell	10,527 -8,248	-44%	-$432K	0.08%	89
2026 Q1	$980K	Buy	18,775 +2,802	+18%	+$148K	0.11%	100
2025 Q4	$842K	Buy	15,973 +1,310	+9%	+$68.8K	0.1%	100
2025 Q3	$767K	Buy	14,663 +3,269	+29%	+$168K	0.09%	100
2025 Q2	$585K	Sell	11,394 -430	-4%	-$21.9K	0.08%	110
2025 Q1	$610K	Sell	11,824 -23	-0.2%	-$1.19K	0.1%	100
2024 Q4	$613K	Buy	11,847 +145	+1%	+$7.58K	0.1%	101
2024 Q3	$620K	Buy	11,702 +33	+0.3%	+$1.73K	0.11%	95
2024 Q2	$607K	Sell	11,669 -404	-3%	-$21K	0.11%	92
2024 Q1	$633K	Buy	+12,073	New	+$634K	0.11%	88

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

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

Destiny Wealth Partners reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 44% in Q2 2026, selling an estimated $432K and leaving 10,527 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #89.

Destiny Wealth Partners first reported a position in MUNI in Q1 2024 and has held it in 10 quarters since. The position peaked at $980K in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Destiny Wealth Partners held 10,527 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $545K as of Q2 2026.
Destiny Wealth Partners sold 8,248 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $432K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.08% of Destiny Wealth Partners's portfolio in Q2 2026, its #89 holding.
Destiny Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
Destiny Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $980K in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.