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

First Affirmative Financial Network’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	$418K	Buy	+8,412	New	+$433K	0.09%	221
2026 Q1	$485K	Buy	+9,290	New	+$490K	0.19%	132
2025 Q3	$390K	Sell	7,466 -352	-5%	-$18.1K	0.18%	140
2025 Q2	$402K	Sell	7,818 -1,140	-13%	-$58.2K	0.21%	132
2025 Q1	$462K	Buy	8,958 +796	+10%	+$41.3K	0.28%	98
2024 Q4	$422K	Buy	8,162 +410	+5%	+$21.4K	0.24%	108
2024 Q3	$411K	Sell	7,752 -618	-7%	-$32.5K	0.22%	125
2024 Q2	$436K	Sell	8,370 -83	-1%	-$4.31K	0.3%	97
2024 Q1	$444K	Sell	8,453 -185	-2%	-$9.7K	0.33%	93
2023 Q4	$456K	Buy	8,638 +193	+2%	+$9.8K	0.36%	76
2023 Q3	$423K	Sell	8,445 -212	-2%	-$10.9K	0.41%	66
2023 Q2	$449K	Sell	8,657 -83	-0.9%	-$4.31K	0.45%	58
2023 Q1	$457K	Sell	8,740 -355	-4%	-$18.4K	0.53%	51
2022 Q4	$467K	Sell	9,095 -426	-4%	-$21.6K	0.57%	42
2022 Q3	$477K	Sell	9,521 -2,171	-19%	-$112K	0.61%	33
2022 Q2	$602K	Sell	11,692 -366	-3%	-$18.9K	0.68%	29
2022 Q1	$639K	Sell	12,058 -78	-0.6%	-$4.27K	0.61%	35
2021 Q4	$682K	Sell	12,136 -300	-2%	-$16.9K	0.62%	34
2021 Q3	$701K	Buy	+12,436	New	+$707K	0.72%	30

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

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

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

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

First Affirmative Financial Network's MUNI Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2026: 8,412 shares worth $418K. The stake represents 0.09% of the portfolio and ranks #221 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MUNI as recently as Q1 2026.

First Affirmative Financial Network first reported a position in MUNI in Q3 2021 and has held it in 19 quarters since. The position peaked at $701K in Q3 2021. 136 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

First Affirmative Financial Network held 8,412 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $418K as of Q3 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new First Affirmative Financial Network position in Q3 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.09% of First Affirmative Financial Network's portfolio in Q3 2026, its #221 holding.
First Affirmative Financial Network first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 19 quarters since.
First Affirmative Financial Network's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $701K in Q3 2021.
136 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.