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

Rockport Wealth’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 		$1.23M Sell
23,476
-312
-1% -$16.3K 0.21% 44
2026
Q1 		$1.24M Buy
23,788
+260
+1% +$13.7K 0.23% 42
2025
Q4 		$1.23M Buy
23,528
+2,328
+11% +$122K 0.24% 45
2025
Q3 		$1.11M Sell
21,200
-346
-2% -$17.8K 0.23% 45
2025
Q2 		$1.11M Sell
21,546
-4,298
-17% -$219K 0.26% 39
2025
Q1 		$1.33M Buy
+25,844
New +$1.34M 0.47% 30

Other funds holding MUNI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 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 $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

Rockport Wealth's MUNI Position: Q2 2026 in Review

Rockport Wealth reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.3% in Q2 2026, selling an estimated $16.3K and leaving 23,476 shares worth $1.23M. The position accounts for 0.21% of the portfolio, ranked #44.

Rockport Wealth first reported a position in MUNI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33M in Q1 2025. 221 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Rockport Wealth held 23,476 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.23M as of Q2 2026.
  • Rockport Wealth sold 312 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $16.3K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.21% of Rockport Wealth's portfolio in Q2 2026, its #44 holding.
  • Rockport Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
  • Rockport Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.33M in Q1 2025.
  • 221 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.