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

Lodestone 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	$102K	Sell	1,937 -103	-5%	-$5.39K	0.04%	236
2026 Q1	$106K	Buy	+2,040	New	+$108K	0.04%	213

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

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

Lodestone Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5% in Q2 2026, selling an estimated $5.39K and leaving 1,937 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #236.

Lodestone Wealth Management first reported a position in MUNI in Q1 2026 and has held it in 2 quarters since. The position peaked at $106K in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Lodestone Wealth Management held 1,937 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $102K as of Q2 2026.
Lodestone Wealth Management sold 103 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $5.39K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #236 holding.
Lodestone Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
Lodestone Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $106K in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.