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

Triad 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
Q1 		$1.75M Buy
33,601
+12,155
+57% +$641K 0.14% 107
2025
Q4 		$1.12M Buy
21,446
+7,269
+51% +$382K 0.11% 141
2025
Q3 		$741K Buy
14,177
+7,377
+108% +$380K 0.1% 149
2025
Q2 		$349K Buy
+6,800
New +$347K 0.07% 195

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Triad Wealth Partners's MUNI Position: Q1 2026 in Review

Triad Wealth Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 57% in Q1 2026, buying an estimated $641K and bringing the position to 33,601 shares worth $1.75M. The position accounts for 0.14% of the portfolio, ranked #107.

Triad Wealth Partners first reported a position in MUNI in Q2 2025 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Triad Wealth Partners held 33,601 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.75M as of Q1 2026.
  • Triad Wealth Partners bought 12,155 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $641K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.14% of Triad Wealth Partners's portfolio in Q1 2026, its #107 holding.
  • Triad Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.