Accredited Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Accredited Wealth Management’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
2025 Q3	$122K	Sell	130 -2,195	-94%	-$113K	0.09%	91
2025 Q2	$119K	Sell	2,325 -800	-26%	-$40.8K	0.1%	90
2025 Q1	$161K	Hold	3,125	–	–	0.14%	63
2024 Q4	$162K	Buy	+3,125	New	+$163K	0.14%	73

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Accredited Wealth Management's MUNI Position: Q3 2025 in Review

Accredited Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 94% in Q3 2025, selling an estimated $113K and leaving 130 shares worth $122K. The position accounts for 0.09% of the portfolio, ranked #91.

Accredited Wealth Management first reported a position in MUNI in Q4 2024 and has held it in 4 quarters since. The position peaked at $162K in Q4 2024. 381 funds tracked by Wall St. Rank hold MUNI as of Q3 2025.

Accredited Wealth Management held 130 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $122K as of Q3 2025.
Accredited Wealth Management sold 2,195 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $113K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.09% of Accredited Wealth Management's portfolio in Q3 2025, its #91 holding.
Accredited Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 4 quarters since.
Accredited Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $162K in Q4 2024.
381 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.