MBL Wealth, LLC MUNI — PIMCO INTRMEDIATE MUNI BOND ACTV ETF

Ownership history in MBL Wealth, LLC  ·  17 quarters on record

AI Ownership Summary

MBL Wealth, LLC reported PIMCO INTRMEDIATE MUNI BOND ACTV ETF (MUNI) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.44% in 2024 Q2. The latest visible filing shows MUNI at 1.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUNI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MBL Wealth, LLC's position in PIMCO INTRMEDIATE MUNI BOND ACTV ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MUNI was reported at 1.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUNI stock page MBL Wealth, LLC fund profile MBL Wealth, LLC full holdings
How MBL Wealth, LLC held MUNI — position size vs. price
% of Fund (quarterly)    MUNI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 475,823 +20,230 +4.4% 1.88% $24.8M 2026-04-28 $52.53
2025 Q4 ADDED — — — 455,593 +13,478 +3.0% 1.91% $23.9M 2026-01-21 $52.25
2025 Q3 ADDED — — — 442,115 +8,135 +1.9% 2.02% $23.1M 2025-10-16 $51.72
2025 Q2 ADDED — — — 433,980 +2,270 +0.5% 2.13% $22.3M 2025-07-22 $49.80
2025 Q1 ADDED — — — 431,710 +3,294 +0.8% 2.24% $22.3M 2025-05-21 $49.35
2024 Q4 ADDED — — — 428,416 +7,735 +1.8% 2.44% $22.7M 2025-01-08 $49.58
2024 Q2 ADDED — — — 420,681 +20,664 +5.2% 2.44% $21.9M 2024-07-19 $49.37
2024 Q1 ADDED — — — 400,017 +30,390 +8.2% 2.38% $21.0M 2024-04-22 $48.55
2023 Q4 ADDED — — — 369,627 +18,272 +5.2% 2.44% $19.5M 2024-01-18 $48.58
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUNI

As of 2026 Q1 — sorted by position size

PW ADVISORS, LLC \ FL 11.21% Avant Financial Advisors LLC 4.7% Shotwell Rutter Baer Inc 4.26% Benchmark Financial Wealth Advisors, LLC 3Y 7Y 3.27% Austin Wealth Management, LLC 2.89% Stonebridge Financial Group, LLC 2.61% Morton Brown Family Wealth, LLC 3Y 2.49% Wealth Alliance Advisory Group, LLC 3Y 7Y 2.48% Equita Financial Network, Inc. 2.41% SAXON INTERESTS, INC. 3Y 2.31%

FAQ About MBL Wealth, LLC and MUNI

These are the practical questions this page is built to answer before you even open the full history table.

How long has MBL Wealth, LLC reported owning MUNI?

MBL Wealth, LLC reported MUNI across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MUNI position in MBL Wealth, LLC's portfolio?

The largest reported portfolio weight for MUNI was 2.44% in 2024 Q2.

What is the latest reported MUNI position on this page?

The most recent filing on this page is 2026 Q1, when MBL Wealth, LLC reported 475,823 shares, equal to 1.88% of portfolio, with an estimated market value of $24.8M.

What does the chart on this MUNI ownership page compare?

The chart compares MBL Wealth, LLC's quarterly MUNI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MBL Wealth, LLC time their MUNI position?

Based on 13F filing dates vs. subsequent MUNI price moves, MBL Wealth, LLC correctly timed 11 out of 16 reported position changes (69%). The annualised alpha on MUNI relative to SPY over the holding period was -13.7%.

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