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First Heartland Consultants’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

First Heartland Consultants’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
-8,115
Closed -$424K – 604
2026
Q1 		$424K Sell
8,115
-662
-8% -$34.9K 0.03% 317
2025
Q4 		$460K Buy
8,777
+198
+2% +$10.4K 0.03% 310
2025
Q3 		$449K Buy
8,579
+1,834
+27% +$94.5K 0.04% 307
2025
Q2 		$346K Buy
+6,745
New +$344K 0.03% 356
2025
Q1 		– Sell
-4,822
Closed -$249K – 470
2024
Q4 		$249K Sell
4,822
-335
-6% -$17.5K 0.03% 389
2024
Q3 		$273K Sell
5,157
-1,227
-19% -$64.5K 0.03% 362
2024
Q2 		$332 Buy
6,384
+1,801
+39% +$93.6K 0.02% 327
2024
Q1 		$240K Hold
4,583
– – 0.02% 373
2023
Q4 		$242K Hold
4,583
– – 0.03% 326
2023
Q3 		$229K Buy
+4,583
New +$235K 0.03% 346
2022
Q2 		– Sell
-7,475
Closed -$396K – 374
2022
Q1 		$396K Sell
7,475
-1,645
-18% -$90K 0.06% 212
2021
Q4 		$512 Buy
9,120
+2,311
+34% +$130K 0.02% 195
2021
Q3 		$384K Hold
6,809
– – 0.06% 237
2021
Q2 		$387K Sell
6,809
-45
-0.7% -$2.55K 0.06% 253
2021
Q1 		$385K Buy
6,854
+1,674
+32% +$94.7K 0.06% 245
2020
Q4 		$294K Sell
5,180
-380
-7% -$21.4K 0.05% 246
2020
Q3 		$312K Sell
5,560
-2,250
-29% -$127K 0.06% 203
2020
Q2 		$434K Buy
7,810
+2,755
+55% +$151K 0.09% 172
2020
Q1 		$276K Buy
+5,055
New +$279K 0.07% 196

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

First Heartland Consultants's MUNI Position: Q2 2026 in Review

First Heartland Consultants sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026, closing a stake of 8,115 shares — an estimated $424K sold.

First Heartland Consultants first reported a position in MUNI in Q1 2020 and held it in 19 quarters. The position peaked at $460K in Q4 2025. 151 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • First Heartland Consultants reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • First Heartland Consultants sold 8,115 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $424K.
  • First Heartland Consultants first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and held it in 19 quarters.
  • First Heartland Consultants's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $460K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.