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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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. 204 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.
204 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.