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

Inspirion Wealth Advisors’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	$2.24M	Hold	45,064	–	–	0.25%	40
2026 Q2	$2.36M	Buy	45,064 +1,350	+3%	+$70.7K	0.27%	39
2026 Q1	$2.28M	Hold	43,714	–	–	0.28%	40
2025 Q4	$2.29M	Sell	43,714 -3,250	-7%	-$171K	0.28%	38
2025 Q3	$2.49M	Buy	46,964 +4,000	+9%	+$206K	0.35%	29
2025 Q2	$2.21M	Hold	42,964	–	–	0.29%	36
2025 Q1	$2.21M	Sell	42,964 -4,000	-9%	-$207K	0.31%	29
2024 Q4	$2.43M	Hold	46,964	–	–	0.34%	29
2024 Q3	$2.49M	Hold	46,964	–	–	0.35%	29
2024 Q2	$2.44M	Hold	46,964	–	–	0.37%	30
2024 Q1	$2.46M	Sell	46,964 -750	-2%	-$39.4K	0.41%	28
2023 Q4	$2.52M	Buy	47,714 +4,000	+9%	+$204K	0.45%	31
2023 Q3	$2.19M	Hold	43,714	–	–	0.43%	31
2023 Q2	$2.27M	Buy	43,714 +750	+2%	+$38.9K	0.43%	30
2023 Q1	$2.25M	Hold	42,964	–	–	0.45%	28
2022 Q4	$2.21M	Buy	+42,964	New	+$2.18M	0.47%	31

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

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Inspirion Wealth Advisors's MUNI Position: Q3 2026 in Review

Inspirion Wealth Advisors held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q3 2026 at 45,064 shares worth $2.24M. The position accounts for 0.25% of the portfolio, ranked #40.

Inspirion Wealth Advisors first reported a position in MUNI in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.52M in Q4 2023. 30 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Inspirion Wealth Advisors held 45,064 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.24M as of Q3 2026.
Inspirion Wealth Advisors left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.25% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #40 holding.
Inspirion Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 16 quarters since.
Inspirion Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.52M in Q4 2023.
30 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.