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Crumly & Associates’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Crumly & Associates’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
2025
Q3 		– Sell
-7,367
Closed -$378K – 196
2025
Q2 		$378K Buy
+7,367
New +$376K 0.09% 115
2024
Q4 		– Sell
-7,575
Closed -$401K – 158
2024
Q3 		$401K Buy
+7,575
New +$398K 0.11% 112

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Crumly & Associates's MUNI Position: Q3 2025 in Review

Crumly & Associates sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2025, closing a stake of 7,367 shares — an estimated $378K sold.

Crumly & Associates first reported a position in MUNI in Q3 2024 and held it in 2 quarters. The position peaked at $401K in Q3 2024. 382 funds tracked by Wall St. Rank hold MUNI as of Q3 2025.

  • Crumly & Associates reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Crumly & Associates sold 7,367 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $378K.
  • Crumly & Associates first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 2 quarters.
  • Crumly & Associates's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $401K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Crumly & Associates's 13F filing for Q3 2025, filed 3 Nov 2025.