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 Q2	$8.57M	Sell	162,865 -18,978	-10%	-$994K	0.13%	88
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sagespring Wealth Partners's MUNI Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 10% in Q2 2026, selling an estimated $994K and leaving 162,865 shares worth $8.57M. The position accounts for 0.13% of the portfolio, ranked #88.

Sagespring Wealth Partners first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.5M in Q1 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Sagespring Wealth Partners held 162,865 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $8.57M as of Q2 2026.
Sagespring Wealth Partners sold 18,978 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $994K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.13% of Sagespring Wealth Partners's portfolio in Q2 2026, its #88 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 7 quarters since.
Sagespring Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $29.5M in Q1 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.