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

Fortitude Financial’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	$1.39M	Sell	26,460 -4,940	-16%	-$259K	1.25%	13
2026 Q1	$1.64M	Buy	31,400 +86	+0.3%	+$4.54K	0.87%	15
2025 Q4	$1.64M	Buy	+31,314	New	+$1.64M	1.39%	16
2025 Q2	–	Sell	-35,291	Closed	-$1.82M	–	44
2025 Q1	$1.82M	Buy	35,291 +6,235	+21%	+$323K	1.73%	12
2024 Q4	$1.5M	Buy	+29,056	New	+$1.52M	0.84%	10

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

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

BFWA

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

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

AFA

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return

GPW

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Fortitude Financial's MUNI Position: Q2 2026 in Review

Fortitude Financial reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 16% in Q2 2026, selling an estimated $259K and leaving 26,460 shares worth $1.39M. The position accounts for 1.25% of the portfolio, ranked #13.

Fortitude Financial first reported a position in MUNI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.82M in Q1 2025. 81 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Fortitude Financial held 26,460 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.39M as of Q2 2026.
Fortitude Financial sold 4,940 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $259K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.25% of Fortitude Financial's portfolio in Q2 2026, its #13 holding.
Fortitude Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 5 quarters since.
Fortitude Financial's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.82M in Q1 2025.
81 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.