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XY Planning Network’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

XY Planning Network’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 		$12.3M Buy
234,381
+17,396
+8% +$911K 1.55% 10
2026
Q1 		$11.3M Buy
216,985
+29,733
+16% +$1.57M 1.81% 8
2025
Q4 		$9.81M Buy
187,252
+43,748
+30% +$2.3M 1.71% 11
2025
Q3 		$7.37M Hold
143,504
– – 2.51% 8
2025
Q2 		$7.37M Buy
143,504
+554
+0.4% +$28.3K 2.51% 8
2025
Q1 		$7.37M Sell
142,950
-8,221
-5% -$426K 4.92% 4
2024
Q4 		$7.82M Buy
+151,171
New +$7.9M 5.87% 3

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
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 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
HI
Harper Investing Santa Clara, California $297M AUM 22.11% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

XY Planning Network's MUNI Position: Q2 2026 in Review

XY Planning Network increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8% in Q2 2026, buying an estimated $911K and bringing the position to 234,381 shares worth $12.3M. The position accounts for 1.55% of the portfolio, ranked #10.

XY Planning Network first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • XY Planning Network held 234,381 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $12.3M as of Q2 2026.
  • XY Planning Network bought 17,396 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $911K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.55% of XY Planning Network's portfolio in Q2 2026, its #10 holding.
  • XY Planning Network first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • 151 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.