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

IHT 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	$451K	Buy	8,567 +1,003	+13%	+$52.5K	0.01%	871
2026 Q1	$395K	Buy	+7,564	New	+$399K	0.01%	912
2025 Q1	–	Sell	-21,959	Closed	-$1.14M	–	1125
2024 Q4	$1.14M	Sell	21,959 -18,755	-46%	-$980K	0.04%	416
2024 Q3	$2.16M	Buy	40,714 +19,641	+93%	+$1.03M	0.06%	299
2024 Q2	$1.1M	Sell	21,073 -4,669	-18%	-$243K	0.04%	400
2024 Q1	$1.35M	Sell	25,742 -299	-1%	-$15.7K	0.05%	343
2023 Q4	$1.37M	Buy	26,041 +998	+4%	+$50.8K	0.06%	308
2023 Q3	$1.25M	Sell	25,043 -375	-1%	-$19.2K	0.06%	298
2023 Q2	$1.32M	Sell	25,418 -1,949	-7%	-$101K	0.07%	273
2023 Q1	$1.43M	Buy	27,367 +2,375	+10%	+$123K	0.08%	233
2022 Q4	$1.28M	Buy	+24,992	New	+$1.27M	0.08%	248
2022 Q2	–	Sell	-18,824	Closed	-$998K	–	786
2022 Q1	$998K	Sell	18,824 -1,124	-6%	-$61.5K	0.08%	256
2021 Q4	$1.12M	Sell	19,948 -75	-0.4%	-$4.22K	0.08%	234
2021 Q3	$1.13M	Sell	20,023 -960	-5%	-$54.6K	0.09%	226
2021 Q2	$1.19M	Buy	20,983 +6,637	+46%	+$376K	0.08%	285
2021 Q1	$806K	Buy	14,346 +4,426	+45%	+$250K	0.06%	319
2020 Q4	$563K	Buy	+9,920	New	+$559K	0.05%	368
2018 Q2	–	Sell	-510	Closed	-$27K	–	1010
2018 Q1	$27K	Sell	510 -837	-62%	-$44.3K	0.01%	877
2017 Q4	$72K	Buy	1,347 +1,097	+439%	+$58.9K	0.02%	585
2017 Q3	$13K	Hold	250	–	–	0.01%	890
2017 Q2	$12K	Buy	+250	New	+$13.3K	0.01%	921

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

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

IHT Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 13% in Q2 2026, buying an estimated $52.5K and bringing the position to 8,567 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #871.

IHT Wealth Management first reported a position in MUNI in Q2 2017 and has held it in 21 quarters since. The position peaked at $2.16M in Q3 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

IHT Wealth Management held 8,567 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $451K as of Q2 2026.
IHT Wealth Management bought 1,003 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $52.5K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #871 holding.
IHT Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2017 and has held it in 21 quarters since.
IHT Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.16M in Q3 2024.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.