Meriwether Wealth & Planning
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Meriwether Wealth & Planning’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Meriwether Wealth & Planning’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 		$93.2K Buy
+1,875
New +$96.5K 0.04% 189

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
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
Harper Investing
Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Meriwether Wealth & Planning's MUNI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2026: 1,875 shares worth $93.2K. The stake represents 0.04% of the portfolio and ranks #189 among its holdings.

136 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Meriwether Wealth & Planning held 1,875 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $93.2K as of Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Meriwether Wealth & Planning position in Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #189 holding.
  • 136 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.