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

Paulson 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	$3.31M	Buy	66,645 +2,481	+4%	+$128K	0.69%	20
2026 Q2	$3.38M	Sell	64,164 -4,488	-7%	-$235K	0.72%	21
2026 Q1	$3.58M	Buy	68,652 +4,657	+7%	+$246K	0.84%	21
2025 Q4	$3.35M	Sell	63,995 -1,595	-2%	-$83.7K	0.77%	23
2025 Q3	$3.43M	Buy	65,590 +28,071	+75%	+$1.45M	0.81%	19
2025 Q2	$1.93M	Buy	+37,519	New	+$1.91M	0.5%	25

Other funds holding MUNI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Paulson Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.9% in Q3 2026, buying an estimated $128K and bringing the position to 66,645 shares worth $3.31M. The position accounts for 0.69% of the portfolio, ranked #20.

Paulson Wealth Management first reported a position in MUNI in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.58M in Q1 2026. 412 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Paulson Wealth Management held 66,645 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.31M as of Q3 2026.
Paulson Wealth Management bought 2,481 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $128K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.69% of Paulson Wealth Management's portfolio in Q3 2026, its #20 holding.
Paulson Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
Paulson Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.58M in Q1 2026.
412 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.