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Legacy Private Trust’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Legacy Private Trust’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 		$4.32M Sell
87,030
-48,987
-36% -$2.52M 0.24% 78
2026
Q2 		$7.15M Buy
136,017
+52,611
+63% +$2.76M 0.4% 54
2026
Q1 		$4.35M Buy
83,406
+36,681
+79% +$1.93M 0.27% 73
2025
Q4 		$2.45M Buy
+46,725
New +$2.45M 0.14% 111

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Legacy Private Trust's MUNI Position: Q3 2026 in Review

Legacy Private Trust reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 36% in Q3 2026, selling an estimated $2.52M and leaving 87,030 shares worth $4.32M. The position accounts for 0.24% of the portfolio, ranked #78.

Legacy Private Trust first reported a position in MUNI in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.15M in Q2 2026. 30 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Legacy Private Trust held 87,030 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.32M as of Q3 2026.
  • Legacy Private Trust sold 48,987 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $2.52M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.24% of Legacy Private Trust's portfolio in Q3 2026, its #78 holding.
  • Legacy Private Trust first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
  • Legacy Private Trust's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $7.15M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.