Bond & Devick Financial Network’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bond & Devick Financial Network’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 Q2	$307K	Sell	5,844 -1,325	-18%	-$69.4K	0.08%	150
2026 Q1	$374K	Hold	7,169	–	–	0.1%	119
2025 Q4	$376K	Buy	7,169 +675	+10%	+$35.4K	0.11%	117
2025 Q3	$340K	Sell	6,494 -923	-12%	-$47.5K	0.1%	122
2025 Q2	$381K	Sell	7,417 -1,311	-15%	-$66.9K	0.13%	105
2025 Q1	$450K	Buy	8,728 +2,020	+30%	+$105K	0.16%	86
2024 Q4	$355K	Hold	6,708	–	–	0.15%	111
2024 Q3	$355K	Hold	6,708	–	–	0.15%	111
2024 Q2	$349K	Buy	6,708 +752	+13%	+$39.1K	0.19%	100
2024 Q1	$313K	Buy	5,956 +1,439	+32%	+$75.6K	0.17%	111
2023 Q4	$238K	Buy	+4,517	New	+$230K	0.14%	127

Other funds holding MUNI

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return