Financial Designs
MUNI icon

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

Financial Designs’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 		$565K Hold
11,361
– – 0.29% 24
2026
Q2 		$598K Hold
11,361
– – 0.32% 21
2026
Q1 		$593K Hold
11,361
– – 0.33% 25
2025
Q4 		$595K Hold
11,361
– – 0.34% 21
2025
Q3 		$599K Hold
11,361
– – 0.35% 19
2025
Q2 		$584K Buy
+11,361
New +$580K 0.36% 23

Other funds holding MUNI

MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Harper Investing
Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return
Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Financial Designs's MUNI Position: Q3 2026 in Review

Financial Designs held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q3 2026 at 11,361 shares worth $565K. The position accounts for 0.29% of the portfolio, ranked #24.

Financial Designs first reported a position in MUNI in Q2 2025 and has held it in 6 quarters since. The position peaked at $599K in Q3 2025. 192 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Financial Designs held 11,361 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $565K as of Q3 2026.
  • Financial Designs left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.29% of Financial Designs's portfolio in Q3 2026, its #24 holding.
  • Financial Designs first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
  • Financial Designs's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $599K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.