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

Golden State Wealth Management’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	$17.8K	Sell	338 -18	-5%	-$943	﹤0.01%	974
2026 Q1	$18.6K	Buy	356 +2	+0.6%	+$105	﹤0.01%	927
2025 Q4	$18.6K	Buy	354 +10	+3%	+$525	﹤0.01%	940
2025 Q3	$18K	Buy	344 +3	+0.9%	+$155	﹤0.01%	940
2025 Q2	$17.5K	Buy	341 +21	+7%	+$1.07K	﹤0.01%	923
2025 Q1	$16.5K	Buy	320 +35	+12%	+$1.81K	﹤0.01%	847
2024 Q4	$14.8K	Buy	+285	New	+$14.9K	﹤0.01%	848

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 Wealth Management's MUNI Position: Q2 2026 in Review

Golden State Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.1% in Q2 2026, selling an estimated $943 and leaving 338 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Golden State Wealth Management first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6K in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Golden State Wealth Management held 338 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $17.8K as of Q2 2026.
Golden State Wealth Management sold 18 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $943.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #974 holding.
Golden State Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $18.6K 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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.