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

Avidian Wealth Enterprises’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 		$538K Buy
+10,832
New +$557K 0.02% 462
2024
Q1 		– Sell
-9,930
Closed -$524K – 453
2023
Q4 		$524K Buy
+9,930
New +$505K 0.03% 257
2023
Q1 		– Sell
-31,859
Closed -$1.64M – 493
2022
Q4 		$1.64M Buy
+31,859
New +$1.62M 0.11% 135
2022
Q3 		– Sell
-117,721
Closed -$6.06M – 446
2022
Q2 		$6.06M Buy
+117,721
New +$6.09M 0.43% 49

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

Avidian Wealth Enterprises's MUNI Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2026: 10,832 shares worth $538K. The stake represents 0.02% of the portfolio and ranks #462 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in MUNI as recently as Q4 2023.

Avidian Wealth Enterprises first reported a position in MUNI in Q2 2022 and has held it in 4 quarters since. The position peaked at $6.06M in Q2 2022. 30 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Avidian Wealth Enterprises held 10,832 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $538K as of Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Avidian Wealth Enterprises position in Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #462 holding.
  • Avidian Wealth Enterprises first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $6.06M in Q2 2022.
  • 30 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.