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

Paulson 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	$3.38M	Sell	64,164 -4,488	-7%	-$235K	0.72%	21
2026 Q1	$3.58M	Buy	68,652 +4,657	+7%	+$246K	0.84%	21
2025 Q4	$3.35M	Sell	63,995 -1,595	-2%	-$83.7K	0.77%	23
2025 Q3	$3.43M	Buy	65,590 +28,071	+75%	+$1.45M	0.81%	19
2025 Q2	$1.93M	Buy	+37,519	New	+$1.91M	0.5%	25

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

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

Paulson Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.5% in Q2 2026, selling an estimated $235K and leaving 64,164 shares worth $3.38M. The position accounts for 0.72% of the portfolio, ranked #21.

Paulson Wealth Management first reported a position in MUNI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.58M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Paulson Wealth Management held 64,164 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.38M as of Q2 2026.
Paulson Wealth Management sold 4,488 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $235K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.72% of Paulson Wealth Management's portfolio in Q2 2026, its #21 holding.
Paulson Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
Paulson Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.58M in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.