Sterling Investment Advisors (Pennsylvania)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$3.46M	Buy	65,700 +20,000	+44%	+$1.05M	0.58%	51
2026 Q1	$2.39M	Buy	45,700 +9,500	+26%	+$501K	0.43%	67
2025 Q4	$1.9M	Buy	36,200 +15,825	+78%	+$831K	0.35%	73
2025 Q3	$1.07M	Sell	20,375 -1,600	-7%	-$82.4K	0.21%	93
2025 Q2	$1.13M	Buy	21,975 +4,300	+24%	+$219K	0.25%	91
2025 Q1	$911K	Buy	17,675 +4,775	+37%	+$248K	0.22%	94
2024 Q4	$667K	Buy	+12,900	New	+$674K	0.16%	92

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

Sterling Investment Advisors (Pennsylvania)'s MUNI Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 44% in Q2 2026, buying an estimated $1.05M and bringing the position to 65,700 shares worth $3.46M. The position accounts for 0.58% of the portfolio, ranked #51.

Sterling Investment Advisors (Pennsylvania) first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 65,700 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.46M as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) bought 20,000 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.05M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.58% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #51 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.