Kings Path Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Kings Path Partners’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	$794K	Sell	15,972 -1,434	-8%	-$73.8K	0.21%	47
2026 Q2	$916K	Hold	17,406	–	–	0.24%	41
2026 Q1	$908K	Hold	17,406	–	–	0.31%	37
2025 Q4	$912K	Sell	17,406 -212	-1%	-$11.1K	0.32%	35
2025 Q3	$921K	Sell	17,618 -45	-0.3%	-$2.32K	0.34%	36
2025 Q2	$907K	Sell	17,663 -2,577	-13%	-$131K	0.37%	35
2025 Q1	$1.04M	Sell	20,240 -9,018	-31%	-$468K	0.51%	33
2024 Q4	$1.51M	Sell	29,258 -730	-2%	-$38.1K	0.65%	30
2024 Q3	$1.59M	Buy	29,988 +575	+2%	+$30.2K	0.67%	31
2024 Q2	$1.53M	Buy	+29,413	New	+$1.53M	0.72%	32

Other funds holding MUNI

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

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

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

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

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Kings Path Partners's MUNI Position: Q3 2026 in Review

Kings Path Partners reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8.2% in Q3 2026, selling an estimated $73.8K and leaving 15,972 shares worth $794K. The position accounts for 0.21% of the portfolio, ranked #47.

Kings Path Partners first reported a position in MUNI in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.59M in Q3 2024. 136 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Kings Path Partners held 15,972 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $794K as of Q3 2026.
Kings Path Partners sold 1,434 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $73.8K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.21% of Kings Path Partners's portfolio in Q3 2026, its #47 holding.
Kings Path Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.59M in Q3 2024.
136 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.