Root Financial Partners
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Root Financial Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Root Financial Partners’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 		$210K Buy
+4,217
New +$217K 0.01% 426

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Root Financial Partners's MUNI Position: Q3 2026 in Review

Root Financial Partners opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2026: 4,217 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings.

412 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Root Financial Partners held 4,217 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $210K as of Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Root Financial Partners position in Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #426 holding.
  • 412 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.