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Saxon Interests’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Saxon Interests’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 		$2.1M Sell
42,273
-94,659
-69% -$4.87M 0.73% 27
2026
Q2 		$7.2M Buy
136,932
+8,359
+7% +$438K 1.99% 11
2026
Q1 		$6.71M Buy
128,573
+10,744
+9% +$567K 2.31% 7
2025
Q4 		$6.18M Buy
117,829
+95,360
+424% +$5.01M 2.16% 9
2025
Q3 		$1.16M Buy
22,469
+4,742
+27% +$244K 0.45% 54
2025
Q2 		$914K Hold
17,727
– – 0.43% 58
2025
Q1 		$914K Sell
17,727
-39
-0.2% -$2.02K 0.43% 58
2024
Q4 		$919K Sell
17,766
-147
-0.8% -$7.68K 0.4% 59
2024
Q3 		$949K Sell
17,913
-210
-1% -$11K 0.43% 60
2024
Q2 		$943K Sell
18,123
-2,007
-10% -$104K 0.45% 57
2024
Q1 		$1.06M Hold
20,130
– – 0.5% 53
2023
Q4 		$1.06M Buy
+20,130
New +$1.02M 0.53% 53
2023
Q3 		– Sell
-46,920
Closed -$2.43M – 151
2023
Q2 		$2.43M Sell
46,920
-953
-2% -$49.5K 1.3% 18
2023
Q1 		$2.5M Buy
47,873
+145
+0.3% +$7.53K 1.41% 16
2022
Q4 		$2.48M Buy
+47,728
New +$2.42M 1.41% 19

Other funds holding MUNI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Saxon Interests's MUNI Position: Q3 2026 in Review

Saxon Interests reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 69% in Q3 2026, selling an estimated $4.87M and leaving 42,273 shares worth $2.1M. The position accounts for 0.73% of the portfolio, ranked #27.

Saxon Interests first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.2M in Q2 2026. 306 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Saxon Interests held 42,273 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.1M as of Q3 2026.
  • Saxon Interests sold 94,659 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $4.87M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.73% of Saxon Interests's portfolio in Q3 2026, its #27 holding.
  • Saxon Interests first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • Saxon Interests's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $7.2M in Q2 2026.
  • 306 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.