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

StoneCrest Wealth Management’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
2025 Q3	–	Sell	-10,120	Closed	-$520K	–	79
2025 Q2	$520K	Hold	10,120	–	–	0.25%	58
2025 Q1	$522K	Hold	10,120	–	–	0.33%	50
2024 Q4	$524K	Sell	10,120 -19,228	-66%	-$1M	0.34%	46
2024 Q3	$1.55M	Buy	+29,348	New	+$1.54M	1.13%	25

Other funds holding MUNI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

StoneCrest Wealth Management's MUNI Position: Q3 2025 in Review

StoneCrest Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2025, closing a stake of 10,120 shares — an estimated $520K sold.

StoneCrest Wealth Management first reported a position in MUNI in Q3 2024 and held it in 4 quarters. The position peaked at $1.55M in Q3 2024. 382 funds tracked by Wall St. Rank hold MUNI as of Q3 2025.

StoneCrest Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
StoneCrest Wealth Management sold 10,120 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $520K.
StoneCrest Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 4 quarters.
StoneCrest Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.55M in Q3 2024.
382 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on StoneCrest Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.