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

Avaii 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	$637K	Sell	12,818 -41	-0.3%	-$2.11K	0.18%	77
2026 Q2	$676K	Sell	12,859 -373	-3%	-$19.5K	0.2%	66
2026 Q1	$691K	Buy	13,232 +179	+1%	+$9.44K	0.24%	56
2025 Q4	$684K	Sell	13,053 -810	-6%	-$42.5K	0.25%	50
2025 Q3	$725K	Sell	13,863 -74	-0.5%	-$3.81K	0.28%	49
2025 Q2	$716K	Sell	13,937 -3,538	-20%	-$181K	0.32%	42
2025 Q1	$901K	Buy	17,475 +69	+0.4%	+$3.58K	0.48%	28
2024 Q4	$900K	Sell	17,406 -388	-2%	-$20.3K	0.44%	31
2024 Q3	$943K	Sell	17,794 -60	-0.3%	-$3.15K	0.48%	29
2024 Q2	$929K	Sell	17,854 -1,342	-7%	-$69.7K	0.52%	37
2024 Q1	$1.01M	Sell	19,196 -120	-0.6%	-$6.3K	0.59%	34
2023 Q4	$1.02M	Buy	19,316 +4,761	+33%	+$242K	0.66%	31
2023 Q3	$729K	Buy	14,555 +1,382	+10%	+$70.8K	0.55%	40
2023 Q2	$683K	Buy	13,173 +1,511	+13%	+$78.4K	0.52%	45
2023 Q1	$609K	Buy	11,662 +731	+7%	+$38K	0.53%	44
2022 Q4	$562K	Buy	+10,931	New	+$555K	0.5%	45

Other funds holding MUNI

SFGP

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

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

Avaii Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.32% in Q3 2026, selling an estimated $2.11K and leaving 12,818 shares worth $637K. The position accounts for 0.18% of the portfolio, ranked #77.

Avaii Wealth Management first reported a position in MUNI in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q4 2023. 30 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Avaii Wealth Management held 12,818 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $637K as of Q3 2026.
Avaii Wealth Management sold 41 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $2.11K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.18% of Avaii Wealth Management's portfolio in Q3 2026, its #77 holding.
Avaii Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 16 quarters since.
Avaii Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.02M in Q4 2023.
30 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.