Team Hewins’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Team Hewins’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	$1.05M	Hold	19,922	–	–	0.29%	16
2026 Q1	$1.04M	Hold	19,922	–	–	0.31%	18
2025 Q4	$1.05M	Hold	19,922	–	–	0.34%	17
2025 Q3	$1.04M	Buy	19,922 +310	+2%	+$16K	0.35%	17
2025 Q2	$1.01M	Hold	19,612	–	–	0.36%	14
2025 Q1	$1.01M	Sell	19,612 -123	-0.6%	-$6.38K	0.39%	14
2024 Q4	$1.02M	Buy	19,735 +1,680	+9%	+$87.8K	0.4%	13
2024 Q3	$957K	Sell	18,055 -21,784	-55%	-$1.14M	0.37%	14
2024 Q2	$2.07M	Buy	39,839 +18,030	+83%	+$937K	0.86%	9
2024 Q1	$1.14M	Sell	21,809 -436	-2%	-$22.9K	0.46%	11
2023 Q4	$1.18M	Buy	+22,245	New	+$1.13M	0.51%	11
2023 Q3	–	Sell	-17,745	Closed	-$920K	–	42
2023 Q2	$920K	Hold	17,745	–	–	0.44%	11
2023 Q1	$927K	Hold	17,745	–	–	0.49%	11
2022 Q4	$914K	Buy	+17,745	New	+$901K	0.5%	10

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

Team Hewins's MUNI Position: Q2 2026 in Review

Team Hewins held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 19,922 shares worth $1.05M. The position accounts for 0.29% of the portfolio, ranked #16.

Team Hewins first reported a position in MUNI in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.07M in Q2 2024. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Team Hewins held 19,922 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.05M as of Q2 2026.
Team Hewins 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 0.29% of Team Hewins's portfolio in Q2 2026, its #16 holding.
Team Hewins first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
Team Hewins's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.07M in Q2 2024.
215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.