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

Biltmore 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 		$429K Buy
8,640
+41
+0.5% +$2.11K 0.13% 45
2026
Q2 		$452K Sell
8,599
-3,335
-28% -$175K 0.14% 44
2026
Q1 		$623K Sell
11,934
-9,281
-44% -$489K 0.22% 38
2025
Q4 		$1.11M Sell
21,215
-1,223
-5% -$64.2K 0.42% 24
2025
Q3 		$1.17M Sell
22,438
-28,122
-56% -$1.45M 0.45% 20
2025
Q2 		$2.6M Sell
50,560
-67,896
-57% -$3.46M 1.05% 14
2025
Q1 		$6.11M Sell
118,456
-117
-0.1% -$6.07K 2.58% 14
2024
Q4 		$6.13M Buy
118,573
+923
+0.8% +$48.2K 2.55% 14
2024
Q3 		$6.23M Buy
117,650
+44,837
+62% +$2.36M 2.56% 14
2024
Q2 		$3.79M Buy
72,813
+800
+1% +$41.6K 1.64% 14
2024
Q1 		$3.8M Hold
72,013
– – 1.81% 14
2023
Q4 		$3.8M Sell
72,013
-218,204
-75% -$11.1M 1.81% 14
2023
Q3 		$14.5M Buy
290,217
+19,752
+7% +$1.01M 7.02% 6
2023
Q2 		$14M Buy
270,465
+2,917
+1% +$151K 5.95% 7
2023
Q1 		$14M Sell
267,548
-3,636
-1% -$189K 5.64% 7
2022
Q4 		$13.9M Sell
271,184
-1,564
-0.6% -$79.4K 6.01% 7
2022
Q3 		$13.7M Sell
272,748
-2,275
-0.8% -$118K 6.28% 7
2022
Q2 		$14.2M Buy
275,023
+3,030
+1% +$157K 6.23% 7
2022
Q1 		$14.4M Sell
271,993
-994
-0.4% -$54.4K 5.6% 7
2021
Q4 		$15.3M Sell
272,987
-949
-0.3% -$53.4K 5.77% 7
2021
Q3 		$15.4M Buy
+273,936
New +$15.6M 6.18% 7

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

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

Biltmore Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.48% in Q3 2026, buying an estimated $2.11K and bringing the position to 8,640 shares worth $429K. The position accounts for 0.13% of the portfolio, ranked #45.

Biltmore Wealth Management first reported a position in MUNI in Q3 2021 and has held it in 21 quarters since. The position peaked at $15.4M in Q3 2021. 30 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Biltmore Wealth Management held 8,640 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $429K as of Q3 2026.
  • Biltmore Wealth Management bought 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 0.13% of Biltmore Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Biltmore Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 21 quarters since.
  • Biltmore Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $15.4M in Q3 2021.
  • 30 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

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