Marshall Financial Group (Maryland)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Marshall Financial Group (Maryland)’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	$722K	Hold	13,723	–	–	0.11%	181
2026 Q1	$716K	Hold	13,723	–	–	0.11%	166
2025 Q4	$719K	Sell	13,723 -1,201	-8%	-$63K	0.14%	173
2025 Q3	$780K	Hold	14,924	–	–	0.15%	157
2025 Q2	$765K	Sell	14,924 -50	-0.3%	-$2.55K	0.15%	159
2025 Q1	$772K	Buy	14,974 +8,223	+122%	+$426K	0.17%	144
2024 Q4	$349K	Buy	+6,751	New	+$353K	0.08%	165

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

Marshall Financial Group (Maryland)'s MUNI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 13,723 shares worth $722K. The position accounts for 0.11% of the portfolio, ranked #181.

Marshall Financial Group (Maryland) first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $780K in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Marshall Financial Group (Maryland) held 13,723 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $722K as of Q2 2026.
Marshall Financial Group (Maryland) 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 0.11% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #181 holding.
Marshall Financial Group (Maryland) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Marshall Financial Group (Maryland)'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $780K in Q3 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.