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

Financial Synergies Wealth Advisors’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 		$5.98M Buy
113,641
+1,863
+2% +$97.6K 0.51% 31
2026
Q1 		$5.83M Buy
111,778
+5,779
+5% +$305K 0.56% 26
2025
Q4 		$5.56M Buy
105,999
+554
+0.5% +$29.1K 0.54% 26
2025
Q3 		$5.51M Buy
105,445
+371
+0.4% +$19.1K 0.56% 25
2025
Q2 		$5.4M Sell
105,074
-646
-0.6% -$33K 0.59% 23
2025
Q1 		$5.45M Buy
105,720
+818
+0.8% +$42.4K 0.66% 22
2024
Q4 		$5.43M Buy
104,902
+894
+0.9% +$46.7K 0.67% 20
2024
Q3 		$5.51M Buy
104,008
+904
+0.9% +$47.5K 0.68% 20
2024
Q2 		$5.37M Sell
103,104
-352
-0.3% -$18.3K 0.72% 19
2024
Q1 		$5.43M Buy
103,456
+21,191
+26% +$1.11M 0.71% 20
2023
Q4 		$4.23M Sell
82,265
-15,392
-16% -$784K 0.65% 23
2023
Q3 		$4.89M Buy
97,657
+12,867
+15% +$659K 0.71% 22
2023
Q2 		$4.4M Buy
84,790
+3,056
+4% +$159K 0.62% 23
2023
Q1 		$4.27M Sell
81,734
-531
-0.6% -$27.6K 0.63% 23
2022
Q4 		$4.23M Buy
+82,265
New +$4.18M 0.65% 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
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 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
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
HI
Harper Investing Santa Clara, California $297M AUM 22.11% 1-Year Est. Return

Financial Synergies Wealth Advisors's MUNI Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.7% in Q2 2026, buying an estimated $97.6K and bringing the position to 113,641 shares worth $5.98M. The position accounts for 0.51% of the portfolio, ranked #31.

Financial Synergies Wealth Advisors first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. 151 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Financial Synergies Wealth Advisors held 113,641 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $5.98M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 1,863 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $97.6K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.51% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Financial Synergies Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • 151 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.