MBE Wealth Management
MUNI icon

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

MBE 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 		$1.94M Buy
38,994
+1,639
+4% +$84.3K 0.68% 25
2026
Q2 		$1.96M Buy
37,355
+4,892
+15% +$256K 0.69% 24
2026
Q1 		$1.69M Buy
32,463
+26,015
+403% +$1.37M 0.7% 24
2025
Q4 		$338K Buy
+6,448
New +$338K 0.14% 94

Other funds holding MUNI

MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Harper Investing
Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return
Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

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

MBE Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.4% in Q3 2026, buying an estimated $84.3K and bringing the position to 38,994 shares worth $1.94M. The position accounts for 0.68% of the portfolio, ranked #25.

MBE Wealth Management first reported a position in MUNI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.96M in Q2 2026. 192 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • MBE Wealth Management held 38,994 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.94M as of Q3 2026.
  • MBE Wealth Management bought 1,639 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $84.3K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.68% of MBE Wealth Management's portfolio in Q3 2026, its #25 holding.
  • MBE Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
  • MBE Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.96M in Q2 2026.
  • 192 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.