LWA
MUNI icon

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

LifeGoal Wealth 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 		$1.29M Buy
24,473
+124
+0.5% +$6.49K 0.59% 29
2026
Q1 		$1.27M Buy
24,349
+4,858
+25% +$256K 0.73% 28
2025
Q4 		$1.72M Buy
+19,491
New +$1.02M 1.15% 19
2025
Q2 		– Sell
-4,059
Closed -$209K – 69
2025
Q1 		$209K Sell
4,059
-1,886
-32% -$97.8K 0.23% 60
2024
Q4 		$308K Buy
+5,945
New +$311K 0.33% 47

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
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
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

LifeGoal Wealth Advisors's MUNI Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.51% in Q2 2026, buying an estimated $6.49K and bringing the position to 24,473 shares worth $1.29M. The position accounts for 0.59% of the portfolio, ranked #29.

LifeGoal Wealth Advisors first reported a position in MUNI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.72M in Q4 2025. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • LifeGoal Wealth Advisors held 24,473 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.29M as of Q2 2026.
  • LifeGoal Wealth Advisors bought 124 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $6.49K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.59% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • LifeGoal Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 5 quarters since.
  • LifeGoal Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.72M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.