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

BAM 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 		$1.18M Sell
23,790
-5,975
-20% -$307K 0.64% 36
2026
Q2 		$1.57M Buy
29,765
+10,589
+55% +$555K 0.98% 24
2026
Q1 		$1M Buy
19,176
+659
+4% +$34.7K 0.75% 30
2025
Q4 		$970K Buy
18,517
+2,740
+17% +$144K 0.7% 36
2025
Q3 		$825K Buy
+15,777
New +$813K 0.64% 41

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

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

BAM Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 20% in Q3 2026, selling an estimated $307K and leaving 23,790 shares worth $1.18M. The position accounts for 0.64% of the portfolio, ranked #36.

BAM Wealth Management first reported a position in MUNI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q2 2026. 363 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • BAM Wealth Management held 23,790 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.18M as of Q3 2026.
  • BAM Wealth Management sold 5,975 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $307K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.64% of BAM Wealth Management's portfolio in Q3 2026, its #36 holding.
  • BAM Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.57M in Q2 2026.
  • 363 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.