Summit Financial Consulting’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Summit Financial Consulting’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	$989K	Buy	19,910 +1,130	+6%	+$58.2K	0.73%	20
2026 Q2	$988K	Buy	18,780 +467	+3%	+$24.5K	0.67%	20
2026 Q1	$956K	Buy	18,313 +2,141	+13%	+$113K	0.68%	19
2025 Q4	$848K	Buy	16,172 +1,642	+11%	+$86.2K	0.62%	21
2025 Q3	$760K	Buy	14,530 +1,224	+9%	+$63K	0.61%	22
2025 Q2	$683K	Buy	13,306 +1,320	+11%	+$67.4K	0.61%	19
2025 Q1	$618K	Buy	+11,986	New	+$622K	0.57%	21

Other funds holding MUNI

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

SRB

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Summit Financial Consulting's MUNI Position: Q3 2026 in Review

Summit Financial Consulting increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6% in Q3 2026, buying an estimated $58.2K and bringing the position to 19,910 shares worth $989K. The position accounts for 0.73% of the portfolio, ranked #20.

Summit Financial Consulting first reported a position in MUNI in Q1 2025 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Summit Financial Consulting held 19,910 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $989K as of Q3 2026.
Summit Financial Consulting bought 1,130 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $58.2K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.73% of Summit Financial Consulting's portfolio in Q3 2026, its #20 holding.
Summit Financial Consulting first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 7 quarters since.
96 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.