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

Wealth Enhancement Advisory Services’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	$1.08M	Buy	20,615 +5,751	+39%	+$301K	﹤0.01%	2017
2026 Q1	$776K	Sell	14,864 -36,133	-71%	-$1.91M	﹤0.01%	1978
2025 Q4	$2.68M	Buy	50,997 +3,657	+8%	+$192K	﹤0.01%	1349
2025 Q3	$2.47M	Sell	47,340 -1,767	-4%	-$91K	﹤0.01%	1325
2025 Q2	$2.52M	Buy	49,107 +21,606	+79%	+$1.1M	﹤0.01%	1242
2025 Q1	$1.42M	Sell	27,501 -1,055	-4%	-$54.7K	﹤0.01%	1422
2024 Q4	$1.48M	Buy	28,556 +18,784	+192%	+$981K	﹤0.01%	1334
2024 Q3	$518K	Sell	9,772 -9	-0.1%	-$473	﹤0.01%	1816
2024 Q2	$509K	Hold	9,781	–	–	﹤0.01%	1640
2024 Q1	$513K	Sell	9,781 -7,298	-43%	-$383K	﹤0.01%	1569
2023 Q4	$902K	Buy	17,079 +5,284	+45%	+$269K	﹤0.01%	1211
2023 Q3	$591K	Buy	11,795 +7,210	+157%	+$370K	﹤0.01%	1340
2023 Q2	$238K	Buy	+4,585	New	+$238K	﹤0.01%	470

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

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 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

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

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

Harper Investing Santa Clara, California $297M AUM 22.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's MUNI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 39% in Q2 2026, buying an estimated $301K and bringing the position to 20,615 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Wealth Enhancement Advisory Services first reported a position in MUNI in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.68M in Q4 2025. 129 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Wealth Enhancement Advisory Services held 20,615 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.08M as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,751 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $301K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2017 holding.
Wealth Enhancement Advisory Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.68M in Q4 2025.
129 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.