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

Magnolia Private Wealth’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	$973K	Sell	18,635 -625	-3%	-$33K	0.65%	40
2025 Q4	$1.01M	Hold	19,260	–	–	0.71%	36
2025 Q3	$1.01M	Sell	19,260 -1,325	-6%	-$68.3K	0.74%	38
2025 Q2	$1.06M	Buy	20,585 +12,740	+162%	+$650K	0.82%	30
2025 Q1	$404K	Hold	7,845	–	–	0.33%	66
2024 Q4	$406K	Buy	+7,845	New	+$410K	0.35%	66

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Magnolia Private Wealth's MUNI Position: Q1 2026 in Review

Magnolia Private Wealth reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.2% in Q1 2026, selling an estimated $33K and leaving 18,635 shares worth $973K. The position accounts for 0.65% of the portfolio, ranked #40.

Magnolia Private Wealth first reported a position in MUNI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q2 2025. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Magnolia Private Wealth held 18,635 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $973K as of Q1 2026.
Magnolia Private Wealth sold 625 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $33K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.65% of Magnolia Private Wealth's portfolio in Q1 2026, its #40 holding.
Magnolia Private Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
Magnolia Private Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.06M in Q2 2025.
435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.