Powers Advisory Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Powers Advisory 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	$274K	Buy	5,200 +32	+0.6%	+$1.68K	0.09%	112
2026 Q1	$270K	Buy	5,168 +31	+0.6%	+$1.64K	0.1%	111
2025 Q4	$269K	Buy	5,137 +32	+0.6%	+$1.68K	0.1%	109
2025 Q3	$267K	Buy	+5,105	New	+$263K	0.11%	104
2023 Q4	–	Sell	-12,712	Closed	-$636K	–	92
2023 Q3	$636K	Buy	12,712 +3	+0%	+$154	0.43%	45
2023 Q2	$659K	Buy	12,709 +3	+0%	+$156	0.44%	45
2023 Q1	$664K	Buy	12,706 +2	+0%	+$104	0.46%	46
2022 Q4	$653K	Buy	12,704 +3	+0%	+$152	0.48%	45
2022 Q3	$637K	Buy	12,701 +2	+0%	+$103	0.51%	43
2022 Q2	$654K	Sell	12,699 -2,193	-15%	-$113K	0.5%	46
2022 Q1	$789K	Buy	14,892 +8	+0.1%	+$437	0.55%	44
2021 Q4	$837K	Buy	+14,884	New	+$837K	0.59%	41

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

Powers Advisory Group's MUNI Position: Q2 2026 in Review

Powers Advisory Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.62% in Q2 2026, buying an estimated $1.68K and bringing the position to 5,200 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #112.

Powers Advisory Group first reported a position in MUNI in Q4 2021 and has held it in 12 quarters since. The position peaked at $837K in Q4 2021. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Powers Advisory Group held 5,200 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $274K as of Q2 2026.
Powers Advisory Group bought 32 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.68K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.09% of Powers Advisory Group's portfolio in Q2 2026, its #112 holding.
Powers Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 12 quarters since.
Powers Advisory Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $837K in Q4 2021.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.