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

Econ Financial Services’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 		– Sell
-54,769
Closed -$2.88M – 108
2026
Q2 		$2.88M Buy
54,769
+18,329
+50% +$960K 1.35% 31
2026
Q1 		$1.9M Buy
36,440
+5,739
+19% +$303K 0.88% 44
2025
Q4 		$1.61M Sell
30,701
-20,451
-40% -$1.07M 0.81% 51
2025
Q3 		$2.67M Sell
51,152
-1,120
-2% -$57.7K 1.33% 24
2025
Q2 		$2.68M Buy
52,272
+9,603
+23% +$490K 1.38% 18
2025
Q1 		$2.2M Sell
42,669
-8,047
-16% -$417K 1.17% 24
2024
Q4 		$2.62M Sell
50,716
-11,866
-19% -$620K 1.51% 18
2024
Q3 		$3.32M Buy
62,582
+1,907
+3% +$100K 1.85% 11
2024
Q2 		$3.16M Buy
60,675
+16,786
+38% +$872K 1.96% 10
2024
Q1 		$2.3M Buy
43,889
+32,602
+289% +$1.71M 1.43% 22
2023
Q4 		$596K Hold
11,287
– – 0.42% 54
2023
Q3 		$565K Sell
11,287
-17,041
-60% -$873K 0.41% 53
2023
Q2 		$1.47M Sell
28,328
-80
-0.3% -$4.15K 1.04% 42
2023
Q1 		$1.48M Sell
28,408
-2,196
-7% -$114K 1.12% 38
2022
Q4 		$1.57M Buy
+30,604
New +$1.55M 1.59% 26

Other funds holding MUNI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 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
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Econ Financial Services's MUNI Position: Q3 2026 in Review

Econ Financial Services sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2026, closing a stake of 54,769 shares — an estimated $2.88M sold.

Econ Financial Services first reported a position in MUNI in Q4 2022 and held it in 15 quarters. The position peaked at $3.32M in Q3 2024. 280 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Econ Financial Services reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
  • Econ Financial Services sold 54,769 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $2.88M.
  • Econ Financial Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 15 quarters.
  • Econ Financial Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.32M in Q3 2024.
  • 280 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

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