Harper Investing’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Harper Investing’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	$11.4M	Buy	229,111 +73,068	+47%	+$3.76M	3.52%	7
2026 Q2	$8.21M	Sell	156,043 -16,912	-10%	-$886K	2.77%	10
2026 Q1	$9.03M	Sell	172,955 -10,014	-5%	-$528K	3.94%	7
2025 Q4	$9.6M	Sell	182,969 -720	-0.4%	-$37.8K	4.13%	7
2025 Q3	$9.6M	Sell	183,689 -16,532	-8%	-$852K	4.57%	6
2025 Q2	$10.3M	Buy	+200,221	New	+$10.2M	5.75%	4

Other funds holding MUNI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Harper Investing's MUNI Position: Q3 2026 in Review

Harper Investing increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 47% in Q3 2026, buying an estimated $3.76M and bringing the position to 229,111 shares worth $11.4M. The position accounts for 3.52% of the portfolio, ranked #7.

Harper Investing first reported a position in MUNI in Q2 2025 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Harper Investing held 229,111 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $11.4M as of Q3 2026.
Harper Investing bought 73,068 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $3.76M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 3.52% of Harper Investing's portfolio in Q3 2026, its #7 holding.
Harper Investing first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
265 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.