EntreWealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

EntreWealth’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	$2.78M	Buy	55,937 +1	+0%	+$51	0.99%	29
2026 Q2	$2.9M	Buy	55,936 +6,271	+13%	+$328K	1.07%	26
2026 Q1	$2.59M	Sell	49,665 -1,067	-2%	-$56.3K	1.16%	24
2025 Q4	$2.68M	Sell	50,732 -2,977	-6%	-$156K	1.21%	24
2025 Q3	$2.81M	Buy	53,709 +1,920	+4%	+$98.9K	1.45%	21
2025 Q2	$2.66M	Buy	+51,789	New	+$2.64M	1.84%	16

Other funds holding MUNI

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

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

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

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

EntreWealth's MUNI Position: Q3 2026 in Review

EntreWealth increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0% in Q3 2026, buying an estimated $51 and bringing the position to 55,937 shares worth $2.78M. The position accounts for 0.99% of the portfolio, ranked #29.

EntreWealth first reported a position in MUNI in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.9M in Q2 2026. 192 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

EntreWealth held 55,937 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.78M as of Q3 2026.
EntreWealth bought 1 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share in Q3 2026, an estimated $51.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.99% of EntreWealth's portfolio in Q3 2026, its #29 holding.
EntreWealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
EntreWealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.9M in Q2 2026.
192 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.