Mallini Complete Financial Planning’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Mallini Complete Financial Planning’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	$742K	Hold	14,100	–	–	0.53%	15
2026 Q1	$736K	Hold	14,100	–	–	0.58%	11
2025 Q4	$739K	Hold	14,100	–	–	0.59%	13
2025 Q3	$737K	Hold	14,100	–	–	0.6%	13
2025 Q2	$724K	Hold	14,100	–	–	0.92%	13
2025 Q1	$727K	Hold	14,100	–	–	0.69%	12
2024 Q4	$729K	Buy	+14,100	New	+$737K	0.69%	13

Other funds holding MUNI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mallini Complete Financial Planning's MUNI Position: Q2 2026 in Review

Mallini Complete Financial Planning held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 14,100 shares worth $742K. The position accounts for 0.53% of the portfolio, ranked #15.

Mallini Complete Financial Planning first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Mallini Complete Financial Planning held 14,100 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $742K as of Q2 2026.
Mallini Complete Financial Planning left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.53% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #15 holding.
Mallini Complete Financial Planning first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
259 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.