Landmark Wealth Management (New York)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Landmark Wealth Management (New York)’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	$3.16M	Buy	60,153 +3,213	+6%	+$168K	0.76%	29
2026 Q1	$2.97M	Buy	56,940 +11,714	+26%	+$618K	0.8%	28
2025 Q4	$2.37M	Buy	45,226 +680	+2%	+$35.7K	0.91%	30
2025 Q3	$2.33M	Buy	44,546 +8,076	+22%	+$416K	0.92%	30
2025 Q2	$1.87M	Sell	36,470 -6,261	-15%	-$319K	0.8%	31
2025 Q1	$2.2M	Buy	42,731 +8,387	+24%	+$435K	0.97%	32
2024 Q4	$1.78M	Buy	34,344 +3,946	+13%	+$206K	0.79%	33
2024 Q3	$1.61M	Buy	30,398 +1,191	+4%	+$62.6K	0.7%	36
2024 Q2	$1.52M	Buy	29,207 +357	+1%	+$18.6K	1.19%	24
2024 Q1	$1.51M	Buy	28,850 +5,223	+22%	+$274K	0.7%	37
2023 Q4	$1.25M	Buy	23,627 +3,244	+16%	+$165K	0.61%	38
2023 Q3	$1.02M	Buy	20,383 +7,313	+56%	+$375K	0.58%	39
2023 Q2	$678K	Sell	13,070 -666	-5%	-$34.6K	0.6%	28
2023 Q1	$718K	Buy	13,736 +1,881	+16%	+$97.7K	0.4%	42
2022 Q4	$609K	Sell	11,855 -6,336	-35%	-$322K	0.44%	40
2022 Q3	$912K	Sell	18,191 -8,788	-33%	-$455K	0.69%	37
2022 Q2	$1.39M	Buy	26,979 +18,672	+225%	+$966K	1.78%	12
2022 Q1	$440K	Sell	8,307 -9,700	-54%	-$530K	0.23%	51
2021 Q4	$1M	Buy	+18,007	New	+$1.01M	0.58%	33

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

Landmark Wealth Management (New York)'s MUNI Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.6% in Q2 2026, buying an estimated $168K and bringing the position to 60,153 shares worth $3.16M. The position accounts for 0.76% of the portfolio, ranked #29.

Landmark Wealth Management (New York) first reported a position in MUNI in Q4 2021 and has held it in 19 quarters since. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Landmark Wealth Management (New York) held 60,153 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.16M as of Q2 2026.
Landmark Wealth Management (New York) bought 3,213 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $168K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.76% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #29 holding.
Landmark Wealth Management (New York) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.