Brady Martz Wealth Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Brady Martz Wealth Solutions’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	$872K	Sell	17,552 -91	-0.5%	-$4.68K	0.13%	109
2026 Q2	$928K	Sell	17,643 -641	-4%	-$33.6K	0.14%	107
2026 Q1	$954K	Sell	18,284 -318	-2%	-$16.8K	0.16%	100
2025 Q4	$975K	Sell	18,602 -3,829	-17%	-$201K	0.17%	91
2025 Q3	$1.17M	Hold	22,431	–	–	0.21%	86
2025 Q2	$1.15M	Sell	22,431 -4,050	-15%	-$207K	0.22%	83
2025 Q1	$1.37M	Sell	26,481 -242	-0.9%	-$12.6K	0.31%	69
2024 Q4	$1.37M	Buy	+26,723	New	+$1.4M	0.33%	66

Other funds holding MUNI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Brady Martz Wealth Solutions's MUNI Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.52% in Q3 2026, selling an estimated $4.68K and leaving 17,552 shares worth $872K. The position accounts for 0.13% of the portfolio, ranked #109.

Brady Martz Wealth Solutions first reported a position in MUNI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q4 2024. 263 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Brady Martz Wealth Solutions held 17,552 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $872K as of Q3 2026.
Brady Martz Wealth Solutions sold 91 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $4.68K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.13% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #109 holding.
Brady Martz Wealth Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.37M in Q4 2024.
263 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.