Certior Financial Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Certior Financial Group’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	$2.51M	Sell	50,447 -1,518	-3%	-$78.1K	1.36%	21
2026 Q2	$2.73M	Buy	51,965 +4,457	+9%	+$233K	1.5%	19
2026 Q1	$2.48M	Buy	47,508 +2,934	+7%	+$155K	1.58%	14
2025 Q4	$2.34M	Buy	44,574 +3,657	+9%	+$192K	1.58%	19
2025 Q3	$2.14M	Buy	40,917 +2,143	+6%	+$110K	1.42%	20
2025 Q2	$1.99M	Buy	38,774 +1,668	+4%	+$85.1K	1.49%	20
2025 Q1	$1.91M	Buy	37,106 +12,027	+48%	+$624K	1.55%	22
2024 Q4	$1.3M	Buy	+25,079	New	+$1.31M	1.12%	25

Other funds holding MUNI

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Certior Financial Group's MUNI Position: Q3 2026 in Review

Certior Financial Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.9% in Q3 2026, selling an estimated $78.1K and leaving 50,447 shares worth $2.51M. The position accounts for 1.36% of the portfolio, ranked #21.

Certior Financial Group first reported a position in MUNI in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q2 2026. 306 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Certior Financial Group held 50,447 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.51M as of Q3 2026.
Certior Financial Group sold 1,518 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $78.1K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.36% of Certior Financial Group's portfolio in Q3 2026, its #21 holding.
Certior Financial Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
Certior Financial Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.73M in Q2 2026.
306 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.