Golden State Equity Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Golden State Equity Partners’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	-24,160	Closed	-$1.26M	–	1213
2026 Q1	$1.26M	Buy	+24,160	New	+$1.27M	0.1%	243
2025 Q4	–	Sell	-8,576	Closed	-$448K	–	516
2025 Q3	$448K	Sell	8,576 -10	-0.1%	-$515	0.08%	280
2025 Q2	$441K	Buy	8,586 +640	+8%	+$32.7K	0.08%	267
2025 Q1	$410K	Buy	7,946 +1,521	+24%	+$78.9K	0.08%	282
2024 Q4	$332K	Buy	6,425 +394	+7%	+$20.6K	0.06%	315
2024 Q3	$320K	Sell	6,031 -182	-3%	-$9.56K	0.05%	332
2024 Q2	$323K	Buy	+6,213	New	+$323K	0.07%	303
2023 Q4	$280K	Sell	5,303 -2,719	-34%	-$138K	0.07%	297
2023 Q3	$402K	Buy	+8,022	New	+$411K	0.11%	197

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

Golden State Equity Partners's MUNI Position: Q2 2026 in Review

Golden State Equity Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026, closing a stake of 24,160 shares — an estimated $1.26M sold.

Golden State Equity Partners first reported a position in MUNI in Q3 2023 and held it in 9 quarters. The position peaked at $1.26M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Golden State Equity Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 24,160 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.26M.
Golden State Equity Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2023 and held it in 9 quarters.
Golden State Equity Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.26M 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 Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.