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

Onyx Bridge Wealth Group’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 		$2.62M Sell
49,883
-1,736
-3% -$90.9K 0.24% 85
2026
Q1 		$2.69M Buy
51,619
+2,099
+4% +$111K 0.29% 77
2025
Q4 		$2.6M Buy
49,520
+7,528
+18% +$395K 0.28% 79
2025
Q3 		$2.2M Buy
+41,992
New +$2.16M 0.24% 80

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
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 $43.3B AUM 29.3% 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
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Onyx Bridge Wealth Group's MUNI Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.4% in Q2 2026, selling an estimated $90.9K and leaving 49,883 shares worth $2.62M. The position accounts for 0.24% of the portfolio, ranked #85.

Onyx Bridge Wealth Group first reported a position in MUNI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.69M in Q1 2026. 183 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Onyx Bridge Wealth Group held 49,883 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.62M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 1,736 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $90.9K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.24% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #85 holding.
  • Onyx Bridge Wealth Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.69M in Q1 2026.
  • 183 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.