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

Sagespring Wealth 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 Q1	$9.49M	Sell	181,843 -116,162	-39%	-$6.13M	0.17%	75
2025 Q4	$15.6M	Sell	298,005 -49,379	-14%	-$2.59M	0.28%	55
2025 Q3	$18.2M	Buy	347,384 +20,988	+6%	+$1.08M	0.36%	47
2025 Q2	$16.8M	Sell	326,396 -246,046	-43%	-$12.6M	0.36%	47
2025 Q1	$29.5M	Buy	572,442 +5,836	+1%	+$303K	0.74%	27
2024 Q4	$29.3M	Buy	+566,606	New	+$29.6M	0.77%	29

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sagespring Wealth Partners's MUNI Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 39% in Q1 2026, selling an estimated $6.13M and leaving 181,843 shares worth $9.49M. The position accounts for 0.17% of the portfolio, ranked #75.

Sagespring Wealth Partners first reported a position in MUNI in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.5M in Q1 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Sagespring Wealth Partners held 181,843 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $9.49M as of Q1 2026.
Sagespring Wealth Partners sold 116,162 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $6.13M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.17% of Sagespring Wealth Partners's portfolio in Q1 2026, its #75 holding.
Sagespring Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $29.5M in Q1 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.