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

Genesis 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	$6.65M	Buy	126,467 +9,057	+8%	+$474K	1.87%	17
2026 Q1	$6.13M	Buy	117,410 +2,168	+2%	+$114K	1.93%	16
2025 Q4	$6.04M	Buy	115,242 +9,231	+9%	+$485K	1.87%	17
2025 Q3	$5.54M	Buy	106,011 +7,537	+8%	+$388K	2.33%	15
2025 Q2	$5.06M	Buy	98,474 +3,291	+3%	+$168K	2.38%	14
2025 Q1	$4.91M	Buy	95,183 +3,786	+4%	+$196K	2.6%	12
2024 Q4	$4.73M	Buy	+91,397	New	+$4.77M	2.61%	12

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

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

Genesis Private Wealth increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7.7% in Q2 2026, buying an estimated $474K and bringing the position to 126,467 shares worth $6.65M. The position accounts for 1.87% of the portfolio, ranked #17.

Genesis Private Wealth first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Genesis Private Wealth held 126,467 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $6.65M as of Q2 2026.
Genesis Private Wealth bought 9,057 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $474K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.87% of Genesis Private Wealth's portfolio in Q2 2026, its #17 holding.
Genesis Private Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.