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WealthShield Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

WealthShield Partners’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
-949
Closed -$49.4K – 516
2026
Q1 		$49.4K Hold
949
– – 0.01% 446
2025
Q4 		$49.9K Sell
949
-605
-39% -$31.8K 0.01% 432
2025
Q3 		$81.2K Hold
1,554
– – 0.01% 407
2025
Q2 		$79.7K Sell
1,554
-51
-3% -$2.6K 0.01% 400
2025
Q1 		$82.6K Buy
1,605
+942
+142% +$48.9K 0.01% 387
2024
Q4 		$34.4K Hold
663
– – ﹤0.01% 392
2024
Q3 		$35.1K Hold
663
– – ﹤0.01% 402
2024
Q2 		$34.5K Sell
663
-1,000
-60% -$52K 0.01% 371
2024
Q1 		$87.3K Sell
1,663
-632
-28% -$33.2K 0.01% 327
2023
Q4 		$122K Sell
2,295
-14,996
-87% -$763K 0.02% 306
2023
Q3 		$866K Sell
17,291
-4,260
-20% -$218K 0.13% 159
2023
Q2 		$1.12M Sell
21,551
-1,558
-7% -$80.9K 0.17% 137
2023
Q1 		$1.21M Buy
23,109
+3,635
+19% +$189K 0.19% 129
2022
Q4 		$1M Buy
19,474
+800
+4% +$40.6K 0.19% 128
2022
Q3 		$936K Buy
18,674
+3,424
+22% +$177K 0.19% 135
2022
Q2 		$785K Buy
15,250
+2,418
+19% +$125K 0.16% 157
2022
Q1 		$680K Sell
12,832
-12,413
-49% -$679K 0.11% 192
2021
Q4 		$1.42M Buy
+25,245
New +$1.42M 0.24% 91
2019
Q2 		– Sell
-2,783
Closed -$150K – 260
2019
Q1 		$150K Buy
+2,783
New +$148K 0.08% 156
2018
Q4 		– Sell
-6,783
Closed -$356K – 271
2018
Q3 		$356K Hold
6,783
– – 0.2% 80
2018
Q2 		$359K Hold
6,783
– – 0.22% 72
2018
Q1 		$358K Buy
6,783
+450
+7% +$23.8K 0.23% 74
2017
Q4 		$339K Buy
+6,333
New +$340K 0.21% 90

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthShield Partners's MUNI Position: Q2 2026 in Review

WealthShield Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026, closing a stake of 949 shares — an estimated $49.4K sold.

WealthShield Partners first reported a position in MUNI in Q4 2017 and held it in 23 quarters. The position peaked at $1.42M in Q4 2021. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • WealthShield Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 949 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $49.4K.
  • WealthShield Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and held it in 23 quarters.
  • WealthShield Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.42M in Q4 2021.
  • 449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.