Goldstein Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Goldstein Advisors’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	$249K	Buy	4,735 +714	+18%	+$37.4K	0.02%	219
2026 Q1	$210K	Hold	4,021	–	–	0.02%	208
2025 Q4	$211K	Hold	4,021	–	–	0.02%	204
2025 Q3	$210K	Buy	4,021 +22	+0.6%	+$1.13K	0.03%	197
2025 Q2	$205K	Hold	3,999	–	–	0.03%	188
2025 Q1	$206K	Hold	3,999	–	–	0.03%	180
2024 Q4	$207K	Buy	3,999 +101	+3%	+$5.28K	0.03%	178
2024 Q3	$207K	Hold	3,898	–	–	0.03%	172
2024 Q2	$203K	Buy	+3,898	New	+$203K	0.03%	155

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

Goldstein Advisors's MUNI Position: Q2 2026 in Review

Goldstein Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 18% in Q2 2026, buying an estimated $37.4K and bringing the position to 4,735 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #219.

Goldstein Advisors first reported a position in MUNI in Q2 2024 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Goldstein Advisors held 4,735 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $249K as of Q2 2026.
Goldstein Advisors bought 714 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $37.4K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #219 holding.
Goldstein Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.