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

Milestone Asset 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	$268K	Buy	5,396 +24	+0.4%	+$1.24K	0.04%	209
2026 Q2	$283K	Hold	5,372	–	–	0.04%	227
2026 Q1	$280K	Hold	5,372	–	–	0.05%	207
2025 Q4	$282K	Hold	5,372	–	–	0.05%	186
2025 Q3	$281K	Buy	5,372 +81	+2%	+$4.17K	0.05%	192
2025 Q2	$272K	Hold	5,291	–	–	0.06%	183
2025 Q1	$273K	Hold	5,291	–	–	0.06%	191
2024 Q4	$274K	Hold	5,291	–	–	0.06%	203
2024 Q3	$280K	Hold	5,291	–	–	0.06%	182
2024 Q2	$275K	Hold	5,291	–	–	0.07%	168
2024 Q1	$278K	Hold	5,291	–	–	0.08%	146
2023 Q4	$279K	Hold	5,291	–	–	0.09%	61
2023 Q3	$263K	Hold	5,291	–	–	0.09%	66
2023 Q2	$274K	Hold	5,291	–	–	0.12%	49
2023 Q1	$277K	Hold	5,291	–	–	0.16%	57
2022 Q4	$278K	Buy	+5,291	New	+$269K	0.17%	51

Other funds holding MUNI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Milestone Asset Management's MUNI Position: Q3 2026 in Review

Milestone Asset Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.45% in Q3 2026, buying an estimated $1.24K and bringing the position to 5,396 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #209.

Milestone Asset Management first reported a position in MUNI in Q4 2022 and has held it in 16 quarters since. The position peaked at $283K in Q2 2026. 306 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Milestone Asset Management held 5,396 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $268K as of Q3 2026.
Milestone Asset Management bought 24 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.24K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Milestone Asset Management's portfolio in Q3 2026, its #209 holding.
Milestone Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 16 quarters since.
Milestone Asset Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $283K in Q2 2026.
306 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.