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

Madison Wealth Partners’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
Q1 		$700K Buy
13,418
+27
+0.2% +$1.42K 0.11% 87
2025
Q4 		$702K Sell
13,391
-715
-5% -$37.5K 0.13% 78
2025
Q3 		$737K Buy
14,106
+533
+4% +$27.5K 0.15% 72
2025
Q2 		$697K Sell
13,573
-2,884
-18% -$147K 0.15% 71
2025
Q1 		$848K Buy
16,457
+654
+4% +$33.9K 0.21% 57
2024
Q4 		$817K Buy
15,803
+860
+6% +$44.9K 0.23% 55
2024
Q3 		$792K Buy
14,943
+259
+2% +$13.6K 0.23% 57
2024
Q2 		$764K Buy
14,684
+261
+2% +$13.6K 0.26% 50
2024
Q1 		$757K Buy
14,423
+1,461
+11% +$76.7K 0.27% 47
2023
Q4 		$684K Buy
12,962
+450
+4% +$22.9K 0.27% 49
2023
Q3 		$626K Buy
12,512
+172
+1% +$8.82K 0.32% 38
2023
Q2 		$640K Buy
12,340
+895
+8% +$46.5K 0.3% 39
2023
Q1 		$598K Buy
11,445
+139
+1% +$7.22K 0.3% 38
2022
Q4 		$581K Buy
11,306
+2,696
+31% +$137K 0.34% 36
2022
Q3 		$432K Buy
8,610
+1,649
+24% +$85.3K 0.28% 42
2022
Q2 		$358K Buy
+6,961
New +$360K 0.23% 49

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Madison Wealth Partners's MUNI Position: Q1 2026 in Review

Madison Wealth Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.2% in Q1 2026, buying an estimated $1.42K and bringing the position to 13,418 shares worth $700K. The position accounts for 0.11% of the portfolio, ranked #87.

Madison Wealth Partners first reported a position in MUNI in Q2 2022 and has held it in 16 quarters since. The position peaked at $848K in Q1 2025. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Madison Wealth Partners held 13,418 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $700K as of Q1 2026.
  • Madison Wealth Partners bought 27 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.42K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.11% of Madison Wealth Partners's portfolio in Q1 2026, its #87 holding.
  • Madison Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 16 quarters since.
  • Madison Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $848K in Q1 2025.
  • 435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.