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

Vertex Planning 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 Q3	$2.77M	Buy	55,800 +3,777	+7%	+$194K	0.39%	45
2026 Q2	$2.74M	Buy	52,023 +6,201	+14%	+$325K	0.41%	43
2026 Q1	$2.39M	Buy	45,822 +32,134	+235%	+$1.69M	0.46%	40
2025 Q4	$717K	Buy	13,688 +437	+3%	+$22.9K	0.17%	62
2025 Q3	$693K	Buy	13,251 +1,173	+10%	+$60.4K	0.13%	94
2025 Q2	$620K	Buy	12,078 +391	+3%	+$20K	0.13%	89
2025 Q1	$602K	Buy	11,687 +2,307	+25%	+$120K	0.13%	84
2024 Q4	$485K	Buy	9,380 +619	+7%	+$32.3K	0.11%	110
2024 Q3	$464K	Buy	8,761 +1,026	+13%	+$53.9K	0.11%	96
2024 Q2	$403K	Sell	7,735 -4,692	-38%	-$244K	0.1%	100
2024 Q1	$652K	Sell	12,427 -203	-2%	-$10.7K	0.18%	63
2023 Q4	$667K	Sell	12,630 -33,735	-73%	-$1.72M	0.2%	61
2023 Q3	$2.32M	Sell	46,365 -1,413	-3%	-$72.4K	0.8%	19
2023 Q2	$2.48M	Buy	47,778 +33,147	+227%	+$1.72M	0.84%	18
2023 Q1	$765K	Sell	14,631 -380	-3%	-$19.7K	0.29%	49
2022 Q4	$771K	Buy	+15,011	New	+$762K	0.3%	45

Other funds holding MUNI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Vertex Planning Partners's MUNI Position: Q3 2026 in Review

Vertex Planning Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7.3% in Q3 2026, buying an estimated $194K and bringing the position to 55,800 shares worth $2.77M. The position accounts for 0.39% of the portfolio, ranked #45.

Vertex Planning Partners first reported a position in MUNI in Q4 2022 and has held it in 16 quarters since. 412 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Vertex Planning Partners held 55,800 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.77M as of Q3 2026.
Vertex Planning Partners bought 3,777 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $194K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.39% of Vertex Planning Partners's portfolio in Q3 2026, its #45 holding.
Vertex Planning Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 16 quarters since.
412 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.