Stokes Capital Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Stokes Capital Advisors’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	$3.17M	Buy	60,250 +11,150	+23%	+$584K	0.68%	52
2026 Q1	$2.56M	Buy	+49,100	New	+$2.59M	0.57%	51
2025 Q2	–	Sell	-4,879	Closed	-$252K	–	73
2025 Q1	$252K	Hold	4,879	–	–	0.06%	71
2024 Q4	$252K	Hold	4,879	–	–	0.07%	70
2024 Q3	$258K	Hold	4,879	–	–	0.07%	71
2024 Q2	$254K	Hold	4,879	–	–	0.07%	72
2024 Q1	$256K	Hold	4,879	–	–	0.07%	74
2023 Q4	$258K	Sell	4,879 -3,875	-44%	-$197K	0.08%	72
2023 Q3	$438K	Sell	8,754 -2,450	-22%	-$126K	0.15%	67
2023 Q2	$581K	Sell	11,204 -200	-2%	-$10.4K	0.2%	61
2023 Q1	$596K	Sell	11,404 -750	-6%	-$39K	0.2%	63
2022 Q4	$624K	Sell	12,154 -34,091	-74%	-$1.73M	0.22%	64
2022 Q3	$2.32M	Buy	46,245 +7,950	+21%	+$411K	0.86%	48
2022 Q2	$1.97M	Sell	38,295 -9,190	-19%	-$476K	0.69%	50
2022 Q1	$2.52M	Buy	47,485 +415	+0.9%	+$22.7K	0.73%	49
2021 Q4	$2.65M	Hold	47,070	–	–	0.79%	48
2021 Q3	$2.65M	Buy	47,070 +2,500	+6%	+$142K	0.86%	48
2021 Q2	$2.53M	Sell	44,570 -2,000	-4%	-$113K	0.83%	48
2021 Q1	$2.62M	Hold	46,570	–	–	1.07%	46
2020 Q4	$2.64M	Buy	46,570 +500	+1%	+$28.2K	1.15%	41
2020 Q3	$2.59M	Buy	46,070 +3,100	+7%	+$174K	1.24%	40
2020 Q2	$2.39M	Hold	42,970	–	–	1.27%	39
2020 Q1	$2.34M	Sell	42,970 -4,140	-9%	-$228K	1.41%	34
2019 Q4	$2.6M	Buy	47,110 +50	+0.1%	+$2.76K	1.31%	40
2019 Q3	$2.6M	Sell	47,060 -4,270	-8%	-$236K	1.41%	36
2019 Q2	$2.81M	Buy	51,330 +8,600	+20%	+$467K	1.6%	31
2019 Q1	$2.31M	Buy	42,730 +12,835	+43%	+$684K	1.39%	35
2018 Q4	$1.58M	Hold	29,895	–	–	1.09%	42
2018 Q3	$1.57M	Sell	29,895 -4,070	-12%	-$215K	0.96%	51
2018 Q2	$1.8M	Sell	33,965 -46,915	-58%	-$2.47M	1.18%	41
2018 Q1	$4.27M	Buy	80,880 +12,370	+18%	+$655K	2.8%	5
2017 Q4	$3.68M	Buy	+68,510	New	+$3.68M	2.48%	7

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

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

Harper Investing Santa Clara, California $297M AUM 22.11% 1-Year Est. Return

Stokes Capital Advisors's MUNI Position: Q2 2026 in Review

Stokes Capital Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 23% in Q2 2026, buying an estimated $584K and bringing the position to 60,250 shares worth $3.17M. The position accounts for 0.68% of the portfolio, ranked #52.

Stokes Capital Advisors first reported a position in MUNI in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.27M in Q1 2018. 151 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Stokes Capital Advisors held 60,250 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.17M as of Q2 2026.
Stokes Capital Advisors bought 11,150 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $584K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.68% of Stokes Capital Advisors's portfolio in Q2 2026, its #52 holding.
Stokes Capital Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and has held it in 32 quarters since.
Stokes Capital Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.27M in Q1 2018.
151 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.