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Taylor & Morgan Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Taylor & Morgan 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 		$2.96M Hold
56,332
– – 1.46% 18
2026
Q1 		$2.94M Hold
56,332
– – 1.68% 18
2025
Q4 		$2.95M Buy
56,332
+50,593
+882% +$2.66M 1.65% 17
2025
Q3 		$300K Buy
+5,739
New +$296K 0.18% 59

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
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Taylor & Morgan Wealth Management's MUNI Position: Q2 2026 in Review

Taylor & Morgan Wealth Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 56,332 shares worth $2.96M. The position accounts for 1.46% of the portfolio, ranked #18.

Taylor & Morgan Wealth Management first reported a position in MUNI in Q3 2025 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Taylor & Morgan Wealth Management held 56,332 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.96M as of Q2 2026.
  • Taylor & Morgan Wealth Management 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 1.46% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Taylor & Morgan Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • 208 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.