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

Prestige Wealth Management 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 		$1.44M Sell
27,456
-7,445
-21% -$390K 0.26% 58
2026
Q1 		$1.82M Sell
34,901
-2,871
-8% -$151K 0.36% 46
2025
Q4 		$1.99M Buy
37,772
+15,082
+66% +$792K 0.38% 47
2025
Q3 		$1.19M Buy
22,690
+292
+1% +$15K 0.23% 57
2025
Q2 		$1.15M Sell
22,398
-1,373
-6% -$70.1K 0.23% 55
2025
Q1 		$1.23M Sell
23,771
-13,562
-36% -$703K 0.26% 53
2024
Q4 		$1.94M Sell
37,333
-18,407
-33% -$962K 0.4% 44
2024
Q3 		$2.95M Buy
55,740
+88
+0.2% +$4.62K 0.61% 32
2024
Q2 		$2.9M Sell
55,652
-158
-0.3% -$8.21K 0.63% 34
2024
Q1 		$2.93M Buy
55,810
+12,673
+29% +$666K 0.63% 35
2023
Q4 		$2.28M Buy
43,137
+6,243
+17% +$318K 0.52% 37
2023
Q3 		$1.85M Buy
36,894
+707
+2% +$36.2K 0.46% 37
2023
Q2 		$1.88M Sell
36,187
-2,106
-5% -$109K 0.44% 36
2023
Q1 		$2M Buy
38,293
+1,017
+3% +$52.8K 0.5% 37
2022
Q4 		$1.92M Buy
37,276
+25,596
+219% +$1.3M 0.5% 34
2022
Q3 		$585K Buy
11,680
+1,353
+13% +$70K 0.16% 60
2022
Q2 		$532K Buy
10,327
+5,198
+101% +$269K 0.14% 67
2022
Q1 		$272K Sell
5,129
-651
-11% -$35.6K 0.07% 121
2021
Q4 		$325K Buy
5,780
+5
+0.1% +$281 0.08% 104
2021
Q3 		$326K Buy
5,775
+3
+0.1% +$170 0.08% 95
2021
Q2 		$328K Buy
5,772
+16
+0.3% +$906 0.09% 87
2021
Q1 		$323K Buy
+5,756
New +$326K 0.09% 82

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prestige Wealth Management Group's MUNI Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 21% in Q2 2026, selling an estimated $390K and leaving 27,456 shares worth $1.44M. The position accounts for 0.26% of the portfolio, ranked #58.

Prestige Wealth Management Group first reported a position in MUNI in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.95M in Q3 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Prestige Wealth Management Group held 27,456 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.44M as of Q2 2026.
  • Prestige Wealth Management Group sold 7,445 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $390K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.26% of Prestige Wealth Management Group's portfolio in Q2 2026, its #58 holding.
  • Prestige Wealth Management Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2021 and has held it in 22 quarters since.
  • Prestige Wealth Management Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.95M in Q3 2024.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.