Unique Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Unique Wealth’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	–	Sell	-11,234	Closed	-$586K	–	207
2026 Q1	$586K	Sell	11,234 -29,624	-73%	-$1.56M	0.08%	112
2025 Q4	$2.14M	Sell	40,858 -8,089	-17%	-$425K	0.3%	65
2025 Q3	$2.56M	Buy	48,947 +14,633	+43%	+$754K	0.38%	57
2025 Q2	$1.76M	Sell	34,314 -15,206	-31%	-$776K	0.28%	69
2025 Q1	$2.55M	Buy	49,520 +16,679	+51%	+$865K	0.48%	50
2024 Q4	$1.7M	Buy	32,841 +24,803	+309%	+$1.3M	0.35%	55
2024 Q3	$426K	Buy	+8,038	New	+$422K	0.1%	83

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 $43.3B AUM 29.3% 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

Unique Wealth's MUNI Position: Q2 2026 in Review

Unique Wealth sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026, closing a stake of 11,234 shares — an estimated $586K sold.

Unique Wealth first reported a position in MUNI in Q3 2024 and held it in 7 quarters. The position peaked at $2.56M in Q3 2025. 197 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Unique Wealth reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Unique Wealth sold 11,234 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $586K.
Unique Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 7 quarters.
Unique Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.56M in Q3 2025.
197 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.