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Farther Finance Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Farther Finance Advisors’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 		$3.33M Sell
67,033
-2,147
-3% -$110K 0.02% 568
2026
Q2 		$3.64M Buy
69,180
+7,621
+12% +$399K 0.03% 506
2026
Q1 		$3.21M Buy
61,559
+7,256
+13% +$383K 0.03% 480
2025
Q4 		$2.85M Buy
54,303
+11,260
+26% +$591K 0.03% 464
2025
Q3 		$2.25M Sell
43,043
-12,684
-23% -$653K 0.03% 416
2025
Q2 		$2.86M Buy
55,727
+13,937
+33% +$711K 0.06% 276
2025
Q1 		$2.15M Buy
41,790
+29,669
+245% +$1.54M 0.05% 286
2024
Q4 		$627K Sell
12,121
-2,640
-18% -$138K 0.02% 515
2024
Q3 		$782K Sell
14,761
-665
-4% -$34.9K 0.03% 423
2024
Q2 		$799K Buy
15,426
+11,468
+290% +$596K 0.04% 350
2024
Q1 		$207K Buy
+3,958
New +$208K 0.01% 673

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Farther Finance Advisors's MUNI Position: Q3 2026 in Review

Farther Finance Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.1% in Q3 2026, selling an estimated $110K and leaving 67,033 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #568.

Farther Finance Advisors first reported a position in MUNI in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.64M in Q2 2026. 30 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Farther Finance Advisors held 67,033 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.33M as of Q3 2026.
  • Farther Finance Advisors sold 2,147 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $110K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #568 holding.
  • Farther Finance Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 11 quarters since.
  • Farther Finance Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.64M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.