Stonebridge Financial Group (Pennsylvania)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Stonebridge Financial Group (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	$33M	Buy	627,231 +19,458	+3%	+$1.02M	2.5%	8
2026 Q1	$31.7M	Buy	607,773 +28,241	+5%	+$1.49M	2.61%	8
2025 Q4	$30.4M	Buy	579,532 +31,293	+6%	+$1.64M	2.59%	10
2025 Q3	$28.7M	Buy	548,239 +15,837	+3%	+$816K	2.52%	10
2025 Q2	$27.3M	Sell	532,402 -133,287	-20%	-$6.8M	2.66%	9
2025 Q1	$34.3M	Buy	665,689 +36,148	+6%	+$1.87M	3.65%	3
2024 Q4	$32.6M	Buy	+629,541	New	+$32.9M	3.59%	4

Other funds holding MUNI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s MUNI Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.2% in Q2 2026, buying an estimated $1.02M and bringing the position to 627,231 shares worth $33M. The position accounts for 2.5% of the portfolio, ranked #8.

Stonebridge Financial Group (Pennsylvania) first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.3M in Q1 2025. 394 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 627,231 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $33M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 19,458 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.02M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.5% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #8 holding.
Stonebridge Financial Group (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.
Stonebridge Financial Group (Pennsylvania)'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $34.3M in Q1 2025.
394 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.