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

PUREfi Wealth’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 		$258K Sell
5,185
-3,276
-39% -$169K 0.12% 198
2026
Q2 		$445K Sell
8,461
-7,613
-47% -$399K 0.24% 105
2026
Q1 		$839K Buy
+16,074
New +$848K 0.55% 45
2025
Q4 		– Sell
-12,171
Closed -$636K – 179
2025
Q3 		$636K Buy
+12,171
New +$627K 0.49% 57

Other funds holding MUNI

MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Harper Investing
Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return
Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

PUREfi Wealth's MUNI Position: Q3 2026 in Review

PUREfi Wealth reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 39% in Q3 2026, selling an estimated $169K and leaving 5,185 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #198.

PUREfi Wealth first reported a position in MUNI in Q3 2025 and has held it in 4 quarters since. The position peaked at $839K in Q1 2026. 192 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • PUREfi Wealth held 5,185 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $258K as of Q3 2026.
  • PUREfi Wealth sold 3,276 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $169K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.12% of PUREfi Wealth's portfolio in Q3 2026, its #198 holding.
  • PUREfi Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • PUREfi Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $839K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

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