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MUNI icon

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

Gradient Investments’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 		$351K Sell
7,069
-2,269
-24% -$117K 0.01% 400
2026
Q2 		$491K Buy
9,338
+353
+4% +$18.5K 0.01% 372
2026
Q1 		$469K Sell
8,985
-4,670
-34% -$246K 0.01% 354
2025
Q4 		$716K Buy
13,655
+861
+7% +$45.2K 0.01% 261
2025
Q3 		$669K Buy
12,794
+6,262
+96% +$323K 0.01% 284
2025
Q2 		$335K Buy
6,532
+591
+10% +$30.2K 0.01% 314
2025
Q1 		$306K Buy
5,941
+402
+7% +$20.9K 0.01% 281
2024
Q4 		$287K Sell
5,539
-686
-11% -$35.8K 0.01% 264
2024
Q3 		$330K Buy
6,225
+253
+4% +$13.3K 0.01% 255
2024
Q2 		$311K Buy
5,972
+67
+1% +$3.48K 0.01% 272
2024
Q1 		$310K Buy
5,905
+69
+1% +$3.62K 0.01% 255
2023
Q4 		$308K Sell
5,836
-66
-1% -$3.36K 0.01% 301
2023
Q3 		$296K Sell
5,902
-212
-3% -$10.9K 0.01% 280
2023
Q2 		$317K Sell
6,114
-9,463
-61% -$491K 0.01% 281
2023
Q1 		$814K Buy
15,577
+222
+1% +$11.5K 0.02% 185
2022
Q4 		$789K Sell
15,355
-5,778
-27% -$293K 0.02% 195
2022
Q3 		$1.06M Buy
+21,133
New +$1.09M 0.03% 180

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Gradient Investments's MUNI Position: Q3 2026 in Review

Gradient Investments reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 24% in Q3 2026, selling an estimated $117K and leaving 7,069 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #400.

Gradient Investments first reported a position in MUNI in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q3 2022. 30 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Gradient Investments held 7,069 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $351K as of Q3 2026.
  • Gradient Investments sold 2,269 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $117K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #400 holding.
  • Gradient Investments first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 17 quarters since.
  • Gradient Investments's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.06M in Q3 2022.
  • 30 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.