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

Private 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 		$346K Buy
6,569
+1,193
+22% +$62.5K 0.13% 55
2026
Q1 		$281K Buy
5,376
+84
+2% +$4.43K 0.13% 56
2025
Q4 		$277K Sell
5,292
-71
-1% -$3.73K 0.13% 55
2025
Q3 		$280K Sell
5,363
-1,936
-27% -$99.7K 0.14% 54
2025
Q2 		$375K Sell
7,299
-1,072
-13% -$54.7K 0.2% 50
2025
Q1 		$432K Sell
8,371
-34
-0.4% -$1.76K 0.25% 42
2024
Q4 		$435K Buy
+8,405
New +$439K 0.21% 49

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Private Wealth Group's MUNI Position: Q2 2026 in Review

Private Wealth Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 22% in Q2 2026, buying an estimated $62.5K and bringing the position to 6,569 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #55.

Private Wealth Group first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q4 2024. 197 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Private Wealth Group held 6,569 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $346K as of Q2 2026.
  • Private Wealth Group bought 1,193 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $62.5K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.13% of Private Wealth Group's portfolio in Q2 2026, its #55 holding.
  • Private Wealth Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • Private Wealth Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $435K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.