Cedar Point Capital Partners
MUNI icon

Cedar Point Capital Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Cedar Point Capital Partners’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 		$2.31M Buy
46,552
+981
+2% +$50.5K 1.32% 21
2026
Q2 		$2.4M Sell
45,571
-247
-0.5% -$12.9K 1.38% 21
2026
Q1 		$2.39M Buy
45,818
+4,083
+10% +$215K 1.55% 20
2025
Q4 		$2.19M Sell
41,735
-4,954
-11% -$260K 1.4% 20
2025
Q3 		$2.44M Buy
46,689
+2,846
+6% +$147K 1.6% 19
2025
Q2 		$2.25M Sell
43,843
-2,146
-5% -$110K 1.59% 19
2025
Q1 		$2.37M Buy
45,989
+1,466
+3% +$76K 1.59% 20
2024
Q4 		$2.3M Buy
44,523
+3,219
+8% +$168K 1.56% 20
2024
Q3 		$2.19M Buy
41,304
+406
+1% +$21.3K 1.5% 20
2024
Q2 		$2.13M Sell
40,898
-1,633
-4% -$84.9K 1.59% 19
2024
Q1 		$2.23M Buy
42,531
+3,199
+8% +$168K 1.69% 19
2023
Q4 		$2.08M Buy
+39,332
New +$2M 1.72% 19

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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

Cedar Point Capital Partners's MUNI Position: Q3 2026 in Review

Cedar Point Capital Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.2% in Q3 2026, buying an estimated $50.5K and bringing the position to 46,552 shares worth $2.31M. The position accounts for 1.32% of the portfolio, ranked #21.

Cedar Point Capital Partners first reported a position in MUNI in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.44M in Q3 2025. 363 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Cedar Point Capital Partners held 46,552 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.31M as of Q3 2026.
  • Cedar Point Capital Partners bought 981 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $50.5K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.32% of Cedar Point Capital Partners's portfolio in Q3 2026, its #21 holding.
  • Cedar Point Capital Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
  • Cedar Point Capital Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.44M in Q3 2025.
  • 363 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Cedar Point Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.