Flagstone Financial Management
MUNI icon

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

Flagstone Financial Management’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 		$8.56M Sell
172,221
-15,550
-8% -$800K 1.88% 12
2026
Q2 		$9.9M Buy
187,771
+21,695
+13% +$1.14M 2.21% 12
2026
Q1 		$8.67M Buy
166,076
+50,363
+44% +$2.66M 2.15% 12
2025
Q4 		$6.06M Buy
115,713
+17,239
+18% +$905K 1.56% 14
2025
Q3 		$5.15M Sell
98,474
-9,685
-9% -$499K 1.36% 14
2025
Q2 		$5.56M Buy
108,159
+15,958
+17% +$814K 1.59% 14
2025
Q1 		$4.75M Buy
92,201
+6,446
+8% +$334K 1.53% 14
2024
Q4 		$4.44M Buy
85,755
+2,492
+3% +$130K 1.47% 14
2024
Q3 		$4.41M Buy
83,263
+17,521
+27% +$920K 1.48% 14
2024
Q2 		$3.42M Buy
65,742
+14,326
+28% +$745K 1.27% 14
2024
Q1 		$2.7M Buy
51,416
+22,058
+75% +$1.16M 1.04% 16
2023
Q4 		$1.55M Buy
+29,358
New +$1.49M 0.63% 17

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

Flagstone Financial Management's MUNI Position: Q3 2026 in Review

Flagstone Financial Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8.3% in Q3 2026, selling an estimated $800K and leaving 172,221 shares worth $8.56M. The position accounts for 1.88% of the portfolio, ranked #12.

Flagstone Financial Management first reported a position in MUNI in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.9M in Q2 2026. 284 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Flagstone Financial Management held 172,221 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $8.56M as of Q3 2026.
  • Flagstone Financial Management sold 15,550 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $800K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.88% of Flagstone Financial Management's portfolio in Q3 2026, its #12 holding.
  • Flagstone Financial Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
  • Flagstone Financial Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $9.9M in Q2 2026.
  • 284 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Flagstone Financial Management's 13F filing for Q3 2026, filed 5 Nov 2026.