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Goodman Advisory Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Goodman Advisory Group’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
2025
Q4 		– Sell
-312
Closed -$16.3K – 199
2025
Q3 		$16.3K Sell
312
-191
-38% -$9.84K ﹤0.01% 134
2025
Q2 		$25.8K Buy
+503
New +$25.7K 0.01% 101

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Goodman Advisory Group's MUNI Position: Q4 2025 in Review

Goodman Advisory Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2025, closing a stake of 312 shares — an estimated $16.3K sold.

Goodman Advisory Group first reported a position in MUNI in Q2 2025 and held it in 2 quarters. The position peaked at $25.8K in Q2 2025. 413 funds tracked by Wall St. Rank hold MUNI as of Q4 2025.

  • Goodman Advisory Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Goodman Advisory Group sold 312 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $16.3K.
  • Goodman Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and held it in 2 quarters.
  • Goodman Advisory Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $25.8K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Goodman Advisory Group's 13F filing for Q4 2025, filed 11 Feb 2026.