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Legacy Edge Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Legacy Edge Advisors’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 		$267K Buy
5,191
+431
+9% +$22.6K 0.04% 178
2026
Q1 		$248K Sell
4,760
-14
-0.3% -$738 0.03% 201
2025
Q4 		$250K Buy
+4,774
New +$251K 0.03% 198

Other funds holding MUNI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
PW Advisors Tallahassee, Florida $150M AUM
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Legacy Edge Advisors's MUNI Position: Q2 2026 in Review

Legacy Edge Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 9.1% in Q2 2026, buying an estimated $22.6K and bringing the position to 5,191 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #178.

Legacy Edge Advisors first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Legacy Edge Advisors held 5,191 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $267K as of Q2 2026.
  • Legacy Edge Advisors bought 431 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $22.6K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #178 holding.
  • Legacy Edge Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 313 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.