Econ Financial Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Econ Financial 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	$2.88M	Buy	54,769 +18,329	+50%	+$960K	1.35%	31
2026 Q1	$1.9M	Buy	36,440 +5,739	+19%	+$303K	0.88%	44
2025 Q4	$1.61M	Sell	30,701 -20,451	-40%	-$1.07M	0.81%	51
2025 Q3	$2.67M	Sell	51,152 -1,120	-2%	-$57.7K	1.33%	24
2025 Q2	$2.68M	Buy	52,272 +9,603	+23%	+$490K	1.38%	18
2025 Q1	$2.2M	Sell	42,669 -8,047	-16%	-$417K	1.17%	24
2024 Q4	$2.62M	Sell	50,716 -11,866	-19%	-$620K	1.51%	18
2024 Q3	$3.32M	Buy	62,582 +1,907	+3%	+$100K	1.85%	11
2024 Q2	$3.16M	Buy	60,675 +16,786	+38%	+$872K	1.96%	10
2024 Q1	$2.3M	Buy	43,889 +32,602	+289%	+$1.71M	1.43%	22
2023 Q4	$596K	Hold	11,287	–	–	0.42%	54
2023 Q3	$565K	Sell	11,287 -17,041	-60%	-$873K	0.41%	53
2023 Q2	$1.47M	Sell	28,328 -80	-0.3%	-$4.15K	1.04%	42
2023 Q1	$1.48M	Sell	28,408 -2,196	-7%	-$114K	1.12%	38
2022 Q4	$1.57M	Buy	+30,604	New	+$1.55M	1.59%	26

Other funds holding MUNI

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Econ Financial Services's MUNI Position: Q2 2026 in Review

Econ Financial Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 50% in Q2 2026, buying an estimated $960K and bringing the position to 54,769 shares worth $2.88M. The position accounts for 1.35% of the portfolio, ranked #31.

Econ Financial Services first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.32M in Q3 2024. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Econ Financial Services held 54,769 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.88M as of Q2 2026.
Econ Financial Services bought 18,329 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $960K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.35% of Econ Financial Services's portfolio in Q2 2026, its #31 holding.
Econ Financial Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
Econ Financial Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.32M in Q3 2024.
215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.