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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
Q2 		$703K Sell
13,357
-61
-0.5% -$3.19K 0.09% 119
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Madison Wealth Partners's MUNI Position: Q2 2026 in Review

Madison Wealth Partners reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.45% in Q2 2026, selling an estimated $3.19K and leaving 13,357 shares worth $703K. The position accounts for 0.09% of the portfolio, ranked #119.

Madison Wealth Partners first reported a position in MUNI in Q2 2022 and has held it in 17 quarters since. The position peaked at $848K in Q1 2025. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Madison Wealth Partners held 13,357 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $703K as of Q2 2026.
  • Madison Wealth Partners sold 61 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.19K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.09% of Madison Wealth Partners's portfolio in Q2 2026, its #119 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 17 quarters since.
  • Madison Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $848K in Q1 2025.
  • 450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.