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MUNI icon

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

MBL 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
Q2 		$26.6M Buy
505,308
+29,485
+6% +$1.54M 1.81% 14
2026
Q1 		$24.8M Buy
475,823
+20,230
+4% +$1.07M 1.88% 14
2025
Q4 		$23.9M Buy
455,593
+13,478
+3% +$708K 1.91% 14
2025
Q3 		$23.1M Buy
442,115
+8,135
+2% +$419K 2.02% 13
2025
Q2 		$22.3M Buy
433,980
+1,445
+0.3% +$73.7K 2.13% 13
2025
Q1 		$22.3M Buy
432,535
+825
+0.2% +$42.8K 2.25% 12
2024
Q4 		$22.3M Buy
431,710
+3,294
+0.8% +$172K 2.24% 12
2024
Q3 		$22.7M Buy
428,416
+7,735
+2% +$406K 2.44% 12
2024
Q2 		$21.9M Buy
420,681
+20,664
+5% +$1.07M 2.44% 11
2024
Q1 		$21M Buy
400,017
+30,390
+8% +$1.6M 2.38% 11
2023
Q4 		$19.5M Buy
369,627
+18,272
+5% +$930K 2.44% 11
2023
Q3 		$17.6M Buy
351,355
+48,090
+16% +$2.46M 2.48% 10
2023
Q2 		$15.7M Buy
303,265
+53,965
+22% +$2.8M 2.22% 12
2023
Q1 		$13M Buy
249,300
+82,420
+49% +$4.28M 2.04% 15
2022
Q4 		$8.57M Buy
166,880
+54,025
+48% +$2.74M 1.64% 16
2022
Q3 		$5.66M Buy
112,855
+57,045
+102% +$2.95M 1.22% 18
2022
Q2 		$2.87M Sell
55,810
-17,675
-24% -$915K 0.72% 33
2022
Q1 		$3.9M Buy
+73,485
New +$4.02M 0.95% 27
2021
Q3 		$3.23M Buy
+57,288
New +$3.26M 1.12% 27
2021
Q1 		$4.29M Sell
76,393
-3,875
-5% -$219K 1.5% 16
2020
Q4 		$4.55M Buy
+80,268
New +$4.52M 1.8% 15

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
AFA
Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

MBL Wealth's MUNI Position: Q2 2026 in Review

MBL Wealth increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.2% in Q2 2026, buying an estimated $1.54M and bringing the position to 505,308 shares worth $26.6M. The position accounts for 1.81% of the portfolio, ranked #14.

MBL Wealth first reported a position in MUNI in Q4 2020 and has held it in 21 quarters since. 81 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • MBL Wealth held 505,308 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $26.6M as of Q2 2026.
  • MBL Wealth bought 29,485 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.54M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.81% of MBL Wealth's portfolio in Q2 2026, its #14 holding.
  • MBL Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2020 and has held it in 21 quarters since.
  • 81 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.