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

Discipline Wealth Solutions’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	-6,966	Closed	-$364K	–	205
2026 Q1	$364K	Hold	6,966	–	–	0.04%	133
2025 Q4	$365K	Hold	6,966	–	–	0.07%	121
2025 Q3	$364K	Buy	6,966 +73	+1%	+$3.76K	0.1%	114
2025 Q2	$354K	Hold	6,893	–	–	0.14%	71
2025 Q1	$355K	Sell	6,893 -146	-2%	-$7.57K	0.17%	59
2024 Q4	$364K	Buy	+7,039	New	+$368K	0.17%	58

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

Discipline Wealth Solutions's MUNI Position: Q2 2026 in Review

Discipline Wealth Solutions sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026, closing a stake of 6,966 shares — an estimated $364K sold.

Discipline Wealth Solutions first reported a position in MUNI in Q4 2024 and held it in 6 quarters. The position peaked at $365K in Q4 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Discipline Wealth Solutions reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Discipline Wealth Solutions sold 6,966 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $364K.
Discipline Wealth Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and held it in 6 quarters.
Discipline Wealth Solutions's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $365K in Q4 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.