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

Smith Partners Wealth 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	$8.37M	Buy	159,128 +77,633	+95%	+$4.07M	6.65%	4
2026 Q1	$4.25M	Buy	81,495 +39,551	+94%	+$2.09M	3.81%	7
2025 Q4	$2.2M	Buy	+41,944	New	+$2.2M	2.02%	16

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 22.9% 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

Smith Partners Wealth Management's MUNI Position: Q2 2026 in Review

Smith Partners Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 95% in Q2 2026, buying an estimated $4.07M and bringing the position to 159,128 shares worth $8.37M. The position accounts for 6.65% of the portfolio, ranked #4.

Smith Partners Wealth Management first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Smith Partners Wealth Management held 159,128 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $8.37M as of Q2 2026.
Smith Partners Wealth Management bought 77,633 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.07M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 6.65% of Smith Partners Wealth Management's portfolio in Q2 2026, its #4 holding.
Smith Partners Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.