Princeton Global Asset Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Princeton Global Asset 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	$827K	Sell	15,723 -1,775	-10%	-$93K	0.12%	111
2026 Q1	$913K	Buy	17,498 +804	+5%	+$42.4K	0.15%	92
2025 Q4	$875K	Buy	16,694 +1,761	+12%	+$92.4K	0.14%	104
2025 Q3	$781K	Sell	14,933 -3,332	-18%	-$172K	0.13%	111
2025 Q2	$938K	Buy	18,265 +180	+1%	+$9.19K	0.17%	99
2025 Q1	$932K	Buy	18,085 +664	+4%	+$34.4K	0.19%	99
2024 Q4	$901K	Buy	17,421 +1,419	+9%	+$74.1K	0.17%	101
2024 Q3	$848K	Buy	+16,002	New	+$841K	0.16%	101

Other funds holding MUNI

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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

Princeton Global Asset Management's MUNI Position: Q2 2026 in Review

Princeton Global Asset Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 10% in Q2 2026, selling an estimated $93K and leaving 15,723 shares worth $827K. The position accounts for 0.12% of the portfolio, ranked #111.

Princeton Global Asset Management first reported a position in MUNI in Q3 2024 and has held it in 8 quarters since. The position peaked at $938K in Q2 2025. 81 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Princeton Global Asset Management held 15,723 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $827K as of Q2 2026.
Princeton Global Asset Management sold 1,775 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $93K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.12% of Princeton Global Asset Management's portfolio in Q2 2026, its #111 holding.
Princeton Global Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Princeton Global Asset Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $938K in Q2 2025.
81 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.