VisionPoint Advisory Group
MUNI icon

VisionPoint Advisory Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

VisionPoint Advisory Group’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 		$330K Buy
6,648
+1,439
+28% +$74.1K 0.05% 318
2026
Q2 		$274K Buy
+5,209
New +$273K 0.04% 381

Other funds holding MUNI

MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
XY Planning Network
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
Harper Investing
Harper Investing Santa Clara, California $323M AUM 15.37% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Newman Dignan & Sheerar Inc
Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

VisionPoint Advisory Group's MUNI Position: Q3 2026 in Review

VisionPoint Advisory Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 28% in Q3 2026, buying an estimated $74.1K and bringing the position to 6,648 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #318.

VisionPoint Advisory Group first reported a position in MUNI in Q2 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • VisionPoint Advisory Group held 6,648 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $330K as of Q3 2026.
  • VisionPoint Advisory Group bought 1,439 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $74.1K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #318 holding.
  • VisionPoint Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.