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

Howard 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 		$658K Buy
12,518
+664
+6% +$34.8K 0.24% 75
2026
Q1 		$619K Buy
11,854
+1,449
+14% +$76.4K 0.26% 76
2025
Q4 		$545K Buy
10,405
+1,443
+16% +$75.8K 0.24% 78
2025
Q3 		$469K Buy
8,962
+744
+9% +$38.3K 0.22% 82
2025
Q2 		$422K Buy
8,218
+112
+1% +$5.71K 0.21% 81
2025
Q1 		$418K Buy
8,106
+797
+11% +$41.3K 0.23% 80
2024
Q4 		$378K Buy
7,309
+691
+10% +$36.1K 0.2% 83
2024
Q3 		$351K Buy
+6,618
New +$348K 0.2% 87

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Howard Wealth Management's MUNI Position: Q2 2026 in Review

Howard Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.6% in Q2 2026, buying an estimated $34.8K and bringing the position to 12,518 shares worth $658K. The position accounts for 0.24% of the portfolio, ranked #75.

Howard Wealth Management first reported a position in MUNI in Q3 2024 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Howard Wealth Management held 12,518 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $658K as of Q2 2026.
  • Howard Wealth Management bought 664 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $34.8K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.24% of Howard Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Howard Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.