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

Prosperity Consulting 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	$10.8M	Buy	204,816 +24,071	+13%	+$1.26M	0.41%	45
2026 Q1	$9.43M	Buy	180,745 +23,409	+15%	+$1.23M	0.42%	47
2025 Q4	$8.25M	Buy	157,336 +46,830	+42%	+$2.46M	0.37%	49
2025 Q3	$5.78M	Buy	110,506 +20,522	+23%	+$1.06M	0.28%	69
2025 Q2	$4.62M	Buy	89,984 +30,960	+52%	+$1.58M	0.34%	70
2025 Q1	$3.04M	Buy	59,024 +12,911	+28%	+$670K	0.24%	101
2024 Q4	$2.39M	Buy	46,113 +2,221	+5%	+$116K	0.18%	127
2024 Q3	$2.33M	Buy	43,892 +940	+2%	+$49.4K	0.18%	131
2024 Q2	$2.24M	Buy	42,952 +2,078	+5%	+$108K	0.3%	87
2024 Q1	$2.14M	Buy	40,874 +21,176	+108%	+$1.11M	0.27%	98
2023 Q4	$1.04M	Buy	+19,698	New	+$1M	0.35%	62

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

Prosperity Consulting Group's MUNI Position: Q2 2026 in Review

Prosperity Consulting Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 13% in Q2 2026, buying an estimated $1.26M and bringing the position to 204,816 shares worth $10.8M. The position accounts for 0.41% of the portfolio, ranked #45.

Prosperity Consulting Group first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Prosperity Consulting Group held 204,816 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $10.8M as of Q2 2026.
Prosperity Consulting Group bought 24,071 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.26M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.41% of Prosperity Consulting Group's portfolio in Q2 2026, its #45 holding.
Prosperity Consulting Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.