Powers Advisory Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Powers Advisory Group’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	$260K	Buy	5,232 +32	+0.6%	+$1.65K	0.08%	114
2026 Q2	$274K	Buy	5,200 +32	+0.6%	+$1.68K	0.09%	112
2026 Q1	$270K	Buy	5,168 +31	+0.6%	+$1.64K	0.1%	111
2025 Q4	$269K	Buy	5,137 +32	+0.6%	+$1.68K	0.1%	109
2025 Q3	$267K	Buy	+5,105	New	+$263K	0.11%	104
2023 Q4	–	Sell	-12,712	Closed	-$636K	–	92
2023 Q3	$636K	Buy	12,712 +3	+0%	+$154	0.43%	45
2023 Q2	$659K	Buy	12,709 +3	+0%	+$156	0.44%	45
2023 Q1	$664K	Buy	12,706 +2	+0%	+$104	0.46%	46
2022 Q4	$653K	Buy	12,704 +3	+0%	+$152	0.48%	45
2022 Q3	$637K	Buy	12,701 +2	+0%	+$103	0.51%	43
2022 Q2	$654K	Sell	12,699 -2,193	-15%	-$113K	0.5%	46
2022 Q1	$789K	Buy	14,892 +8	+0.1%	+$437	0.55%	44
2021 Q4	$837K	Buy	+14,884	New	+$837K	0.59%	41

Other funds holding MUNI

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

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

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Powers Advisory Group's MUNI Position: Q3 2026 in Review

Powers Advisory Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.62% in Q3 2026, buying an estimated $1.65K and bringing the position to 5,232 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #114.

Powers Advisory Group first reported a position in MUNI in Q4 2021 and has held it in 13 quarters since. The position peaked at $837K in Q4 2021. 113 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Powers Advisory Group held 5,232 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $260K as of Q3 2026.
Powers Advisory Group bought 32 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.65K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.08% of Powers Advisory Group's portfolio in Q3 2026, its #114 holding.
Powers Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 13 quarters since.
Powers Advisory Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $837K in Q4 2021.
113 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.