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

Austin 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
2026
Q3 		$11M Sell
221,506
-10,033
-4% -$516K 2.3% 11
2026
Q2 		$12.1M Sell
231,539
-12,399
-5% -$649K 2.55% 11
2026
Q1 		$12.7M Sell
243,938
-57,481
-19% -$3.03M 2.89% 10
2025
Q4 		$15.9M Sell
301,419
-1,657
-0.5% -$87K 2.35% 12
2025
Q3 		$16M Buy
303,076
+5,029
+2% +$259K 2.51% 11
2025
Q2 		$15.2M Buy
298,047
+221,958
+292% +$11.3M 2.71% 10
2025
Q1 		$3.87M Buy
76,089
+34,595
+83% +$1.79M 0.78% 31
2024
Q4 		$2.14M Buy
41,494
+4,277
+11% +$223K 0.44% 40
2024
Q3 		$1.97M Buy
37,217
+710
+2% +$37.3K 0.43% 40
2024
Q2 		$1.91M Buy
36,507
+1,012
+3% +$52.6K 0.45% 40
2024
Q1 		$1.84M Buy
35,495
+677
+2% +$35.6K 0.46% 39
2023
Q4 		$1.83M Sell
34,818
-3,375
-9% -$172K 0.49% 38
2023
Q3 		$1.95M Buy
+38,193
New +$1.96M 0.6% 35

Other funds holding MUNI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Austin Wealth Management's MUNI Position: Q3 2026 in Review

Austin Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.3% in Q3 2026, selling an estimated $516K and leaving 221,506 shares worth $11M. The position accounts for 2.3% of the portfolio, ranked #11.

Austin Wealth Management first reported a position in MUNI in Q3 2023 and has held it in 13 quarters since. The position peaked at $16M in Q3 2025. 367 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Austin Wealth Management held 221,506 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $11M as of Q3 2026.
  • Austin Wealth Management sold 10,033 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $516K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.3% of Austin Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Austin Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2023 and has held it in 13 quarters since.
  • Austin Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $16M in Q3 2025.
  • 367 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Austin Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.