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

Wealth Alliance Advisory Group’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 		$16.3M Buy
309,065
+8,607
+3% +$451K 2.35% 9
2026
Q1 		$15.7M Buy
300,458
+110,003
+58% +$5.8M 2.48% 8
2025
Q4 		$9.98M Sell
190,455
-740
-0.4% -$38.8K 1.71% 14
2025
Q3 		$10M Sell
191,195
-4,587
-2% -$236K 1.8% 13
2025
Q2 		$10.1M Sell
195,782
-829
-0.4% -$42.3K 1.91% 13
2025
Q1 		$10.1M Buy
196,611
+19,989
+11% +$1.04M 2.1% 12
2024
Q4 		$9.14M Buy
176,622
+6,266
+4% +$327K 1.93% 16
2024
Q3 		$9.03M Buy
170,356
+114
+0.1% +$5.99K 1.9% 16
2024
Q2 		$8.86M Buy
170,242
+5,554
+3% +$289K 2% 16
2024
Q1 		$8.64M Buy
164,688
+14,809
+10% +$778K 2.01% 13
2023
Q4 		$7.91M Sell
149,879
-698
-0.5% -$35.5K 2.07% 12
2023
Q3 		$7.54M Buy
150,577
+25
+0% +$1.28K 2.24% 12
2023
Q2 		$7.8M Sell
150,552
-1,022
-0.7% -$53.1K 2.76% 10
2023
Q1 		$7.92M Sell
151,574
-2,366
-2% -$123K 2.96% 9
2022
Q4 		$7.91M Buy
153,940
+12,461
+9% +$632K 3.03% 9
2022
Q3 		$7.09M Buy
+141,479
New +$7.32M 3.13% 9

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
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
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

Wealth Alliance Advisory Group's MUNI Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.9% in Q2 2026, buying an estimated $451K and bringing the position to 309,065 shares worth $16.3M. The position accounts for 2.35% of the portfolio, ranked #9.

Wealth Alliance Advisory Group first reported a position in MUNI in Q3 2022 and has held it in 16 quarters since. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Wealth Alliance Advisory Group held 309,065 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $16.3M as of Q2 2026.
  • Wealth Alliance Advisory Group bought 8,607 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $451K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.35% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #9 holding.
  • Wealth Alliance Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • 215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.