AssetMark Inc’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

AssetMark Inc’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 Q3	$4.42K	Sell	89 -18,641	-100%	-$959K	﹤0.01%	2807
2026 Q2	$985K	Buy	18,730 +4,576	+32%	+$240K	﹤0.01%	1094
2026 Q1	$739K	Buy	14,154 +2,616	+23%	+$138K	﹤0.01%	1087
2025 Q4	$605K	Buy	11,538 +8,162	+242%	+$428K	﹤0.01%	1104
2025 Q3	$176K	Buy	3,376 +1,301	+63%	+$67K	﹤0.01%	1292
2025 Q2	$107K	Buy	2,075 +2,070	+41,400%	+$106K	﹤0.01%	1354
2025 Q1	$258	Hold	5	–	–	﹤0.01%	2506
2024 Q4	$259	Hold	5	–	–	﹤0.01%	2455
2024 Q3	$265	Hold	5	–	–	﹤0.01%	2140
2024 Q2	$260	Buy	+5	New	+$260	﹤0.01%	1984

Other funds holding MUNI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

AssetMark Inc's MUNI Position: Q3 2026 in Review

AssetMark Inc reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 100% in Q3 2026, selling an estimated $959K and leaving 89 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

AssetMark Inc first reported a position in MUNI in Q2 2024 and has held it in 10 quarters since. The position peaked at $985K in Q2 2026. 263 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

AssetMark Inc held 89 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.42K as of Q3 2026.
AssetMark Inc sold 18,641 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $959K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2807 holding.
AssetMark Inc first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 10 quarters since.
AssetMark Inc's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $985K in Q2 2026.
263 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.