MWM
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MBE Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

MBE Wealth Management’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 		$1.96M Buy
37,355
+4,892
+15% +$256K 0.69% 24
2026
Q1 		$1.69M Buy
32,463
+26,015
+403% +$1.37M 0.7% 24
2025
Q4 		$338K Buy
+6,448
New +$338K 0.14% 94

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

MBE Wealth Management's MUNI Position: Q2 2026 in Review

MBE Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 15% in Q2 2026, buying an estimated $256K and bringing the position to 37,355 shares worth $1.96M. The position accounts for 0.69% of the portfolio, ranked #24.

MBE Wealth Management first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • MBE Wealth Management held 37,355 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.96M as of Q2 2026.
  • MBE Wealth Management bought 4,892 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $256K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.69% of MBE Wealth Management's portfolio in Q2 2026, its #24 holding.
  • MBE Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.