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

Financial Designs’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 		$598K Hold
11,361
– – 0.32% 21
2026
Q1 		$593K Hold
11,361
– – 0.33% 25
2025
Q4 		$595K Hold
11,361
– – 0.34% 21
2025
Q3 		$599K Hold
11,361
– – 0.35% 19
2025
Q2 		$584K Buy
+11,361
New +$580K 0.36% 23

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Financial Designs's MUNI Position: Q2 2026 in Review

Financial Designs held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 11,361 shares worth $598K. The position accounts for 0.32% of the portfolio, ranked #21.

Financial Designs first reported a position in MUNI in Q2 2025 and has held it in 5 quarters since. The position peaked at $599K in Q3 2025. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Financial Designs held 11,361 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $598K as of Q2 2026.
  • Financial Designs left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.32% of Financial Designs's portfolio in Q2 2026, its #21 holding.
  • Financial Designs first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
  • Financial Designs's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $599K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.