SW
MUNI icon

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

SteelPeak 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 		$389K Hold
7,400
– – 0.01% 476
2026
Q1 		$386K Sell
7,400
-1,306
-15% -$68.9K 0.01% 415
2025
Q4 		$458K Sell
8,706
-30
-0.3% -$1.57K 0.01% 366
2025
Q3 		$457K Buy
+8,736
New +$450K 0.02% 403
2025
Q1 		– Sell
-43,910
Closed -$2.28M – 641
2024
Q4 		$2.28M Buy
+43,910
New +$2.29M 0.09% 165
2024
Q1 		– Sell
-94,090
Closed -$4.98M – 520
2023
Q4 		$4.98M Buy
+94,090
New +$4.79M 0.29% 82
2023
Q2 		– Sell
-3,925
Closed -$205K – 486
2023
Q1 		$205K Sell
3,925
-368,930
-99% -$19.2M 0.01% 345
2022
Q4 		$19.2M Buy
372,855
+364,780
+4,517% +$18.5M 1.41% 15
2022
Q3 		$405K Hold
8,075
– – 0.03% 281
2022
Q2 		$416K Sell
8,075
-3,902
-33% -$202K 0.03% 276
2022
Q1 		$635K Hold
11,977
– – 0.04% 246
2021
Q4 		$673K Sell
11,977
-2,150
-15% -$121K 0.04% 218
2021
Q3 		$796K Buy
14,127
+350
+3% +$19.9K 0.05% 188
2021
Q2 		$782K Sell
13,777
-600
-4% -$34K 0.05% 199
2021
Q1 		$808K Sell
14,377
-40,179
-74% -$2.27M 0.06% 182
2020
Q4 		$3.1M Buy
54,556
+1,227
+2% +$69.1K 0.28% 78
2020
Q3 		$3M Buy
53,329
+9,830
+23% +$553K 0.32% 69
2020
Q2 		$2.42M Buy
43,499
+11,496
+36% +$631K 0.31% 70
2020
Q1 		$1.75M Sell
32,003
-310
-1% -$17.1K 0.28% 76
2019
Q4 		$1.78M Buy
+32,313
New +$1.78M 0.25% 86

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
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 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
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
MFS
McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return
HI
Harper Investing Santa Clara, California $297M AUM 22.11% 1-Year Est. Return

SteelPeak Wealth's MUNI Position: Q2 2026 in Review

SteelPeak Wealth held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 7,400 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #476.

SteelPeak Wealth first reported a position in MUNI in Q4 2019 and has held it in 20 quarters since. The position peaked at $19.2M in Q4 2022. 151 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • SteelPeak Wealth held 7,400 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $389K as of Q2 2026.
  • SteelPeak Wealth left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #476 holding.
  • SteelPeak Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 20 quarters since.
  • SteelPeak Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $19.2M in Q4 2022.
  • 151 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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