Perigon Wealth Management
MUNI icon

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

Perigon 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 		$565K Sell
11,364
-422
-4% -$21.7K 0.01% 843
2026
Q2 		$620K Sell
11,786
-445
-4% -$23.3K 0.01% 784
2026
Q1 		$638K Sell
12,231
-1,193
-9% -$62.9K 0.01% 683
2025
Q4 		$704K Sell
13,424
-3,342
-20% -$175K 0.01% 658
2025
Q3 		$877K Sell
16,766
-2,228
-12% -$115K 0.02% 556
2025
Q2 		$976K Buy
+18,994
New +$969K 0.02% 474

Other funds holding MUNI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

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

Perigon Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.6% in Q3 2026, selling an estimated $21.7K and leaving 11,364 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #843.

Perigon Wealth Management first reported a position in MUNI in Q2 2025 and has held it in 6 quarters since. The position peaked at $976K in Q2 2025. 263 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Perigon Wealth Management held 11,364 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $565K as of Q3 2026.
  • Perigon Wealth Management sold 422 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $21.7K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #843 holding.
  • Perigon 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.
  • Perigon Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $976K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.