Higgins & Schmidt Wealth Strategies’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$2.66M	Sell	50,651 -3,589	-7%	-$188K	1.1%	15
2026 Q1	$2.83M	Sell	54,240 -269	-0.5%	-$14.2K	1.29%	13
2025 Q4	$2.86M	Buy	54,509 +1,783	+3%	+$93.6K	1.35%	13
2025 Q3	$2.76M	Buy	52,726 +3,512	+7%	+$181K	1.39%	13
2025 Q2	$2.53M	Buy	49,214 +15,214	+45%	+$776K	1.4%	13
2025 Q1	$1.75M	Buy	34,000 +5,367	+19%	+$278K	1.04%	17
2024 Q4	$1.48M	Buy	28,633 +8,082	+39%	+$422K	0.92%	20
2024 Q3	$1.09M	Buy	+20,551	New	+$1.08M	0.7%	18

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's MUNI Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.6% in Q2 2026, selling an estimated $188K and leaving 50,651 shares worth $2.66M. The position accounts for 1.1% of the portfolio, ranked #15.

Higgins & Schmidt Wealth Strategies first reported a position in MUNI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.86M in Q4 2025. 216 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 50,651 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.66M as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 3,589 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $188K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.1% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #15 holding.
Higgins & Schmidt Wealth Strategies first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Higgins & Schmidt Wealth Strategies's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.86M in Q4 2025.
216 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.