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

Private Wealth 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	$323K	Sell	6,491 -78	-1%	-$4.01K	0.12%	54
2026 Q2	$346K	Buy	6,569 +1,193	+22%	+$62.5K	0.13%	55
2026 Q1	$281K	Buy	5,376 +84	+2%	+$4.43K	0.13%	56
2025 Q4	$277K	Sell	5,292 -71	-1%	-$3.73K	0.13%	55
2025 Q3	$280K	Sell	5,363 -1,936	-27%	-$100K	0.14%	54
2025 Q2	$375K	Sell	7,299 -1,072	-13%	-$54.7K	0.2%	50
2025 Q1	$432K	Sell	8,371 -34	-0.4%	-$1.76K	0.25%	42
2024 Q4	$435K	Buy	+8,405	New	+$439K	0.21%	49

Other funds holding MUNI

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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 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

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

Vise Technologies New York $12B AUM 18.78% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Private Wealth Group's MUNI Position: Q3 2026 in Review

Private Wealth Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.2% in Q3 2026, selling an estimated $4.01K and leaving 6,491 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #54.

Private Wealth Group first reported a position in MUNI in Q4 2024 and has held it in 8 quarters since. The position peaked at $435K in Q4 2024. 204 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Private Wealth Group held 6,491 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $323K as of Q3 2026.
Private Wealth Group sold 78 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $4.01K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.12% of Private Wealth Group's portfolio in Q3 2026, its #54 holding.
Private Wealth Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
Private Wealth Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $435K in Q4 2024.
204 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.