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

Howard Wealth 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 		$638K Buy
12,848
+330
+3% +$17K 0.23% 77
2026
Q2 		$658K Buy
12,518
+664
+6% +$34.8K 0.24% 75
2026
Q1 		$619K Buy
11,854
+1,449
+14% +$76.4K 0.26% 76
2025
Q4 		$545K Buy
10,405
+1,443
+16% +$75.8K 0.24% 78
2025
Q3 		$469K Buy
8,962
+744
+9% +$38.3K 0.22% 82
2025
Q2 		$422K Buy
8,218
+112
+1% +$5.72K 0.21% 81
2025
Q1 		$418K Buy
8,106
+797
+11% +$41.3K 0.23% 80
2024
Q4 		$378K Buy
7,309
+691
+10% +$36.1K 0.2% 83
2024
Q3 		$351K Buy
+6,618
New +$348K 0.2% 87

Other funds holding MUNI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Howard Wealth Management's MUNI Position: Q3 2026 in Review

Howard Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.6% in Q3 2026, buying an estimated $17K and bringing the position to 12,848 shares worth $638K. The position accounts for 0.23% of the portfolio, ranked #77.

Howard Wealth Management first reported a position in MUNI in Q3 2024 and has held it in 9 quarters since. The position peaked at $658K in Q2 2026. 306 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Howard Wealth Management held 12,848 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $638K as of Q3 2026.
  • Howard Wealth Management bought 330 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $17K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.23% of Howard Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Howard Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 9 quarters since.
  • Howard Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $658K in Q2 2026.
  • 306 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.