SGCA
MUNI icon

Steel Grove Capital Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Steel Grove Capital Advisors’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 		$1.3M Buy
+26,083
New +$1.34M 0.12% 98

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
XPN
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
SRB
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Steel Grove Capital Advisors's MUNI Position: Q3 2026 in Review

Steel Grove Capital Advisors opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2026: 26,083 shares worth $1.3M. The stake represents 0.12% of the portfolio and ranks #98 among its holdings.

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

  • Steel Grove Capital Advisors held 26,083 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.3M as of Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Steel Grove Capital Advisors position in Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.12% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #98 holding.
  • 81 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.