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

Flagship Private Wealth’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	$2.02M	Sell	38,319 -5,309	-12%	-$278K	0.71%	30
2026 Q1	$2.28M	Buy	43,628 +17,550	+67%	+$925K	0.92%	27
2025 Q4	$1.37M	Buy	+26,078	New	+$1.37M	0.54%	34

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

Flagship Private Wealth's MUNI Position: Q2 2026 in Review

Flagship Private Wealth reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 12% in Q2 2026, selling an estimated $278K and leaving 38,319 shares worth $2.02M. The position accounts for 0.71% of the portfolio, ranked #30.

Flagship Private Wealth first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.28M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Flagship Private Wealth held 38,319 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.02M as of Q2 2026.
Flagship Private Wealth sold 5,309 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $278K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.71% of Flagship Private Wealth's portfolio in Q2 2026, its #30 holding.
Flagship Private Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Flagship Private Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.28M in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.