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

WBH Advisory’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	$845K	Sell	16,999 -18,512	-52%	-$953K	0.06%	198
2026 Q2	$1.87M	Hold	35,511	–	–	0.13%	126
2026 Q1	$1.85M	Buy	35,511 +21,564	+155%	+$1.14M	0.14%	116
2025 Q4	$731K	Hold	13,947	–	–	0.05%	195
2025 Q3	$729K	Sell	13,947 -3,192	-19%	-$164K	0.06%	195
2025 Q2	$880K	Buy	17,139 +7,329	+75%	+$374K	0.08%	172
2025 Q1	$506K	Buy	9,810 +1,039	+12%	+$53.9K	0.05%	210
2024 Q4	$454K	Hold	8,771	–	–	0.04%	221
2024 Q3	$465K	Hold	8,771	–	–	0.04%	222
2024 Q2	$457K	Buy	8,771 +764	+10%	+$39.7K	0.05%	222
2024 Q1	$420K	Buy	8,007 +1,357	+20%	+$71.3K	0.04%	229
2023 Q4	$351K	Buy	6,650 +744	+13%	+$37.9K	0.04%	243
2023 Q3	$296K	Buy	+5,906	New	+$303K	0.04%	253
2022 Q3	$1.92M	Buy	38,214 +25,309	+196%	+$1.31M	0.28%	82
2022 Q2	$670K	Sell	12,905 -17,980	-58%	-$930K	0.09%	176
2022 Q1	$1.6M	Buy	+30,885	New	+$1.69M	0.2%	105

Other funds holding MUNI

LPL Financial San Diego, California $468B AUM 17.69% 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

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

WBH Advisory's MUNI Position: Q3 2026 in Review

WBH Advisory reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 52% in Q3 2026, selling an estimated $953K and leaving 16,999 shares worth $845K. The position accounts for 0.06% of the portfolio, ranked #198.

WBH Advisory first reported a position in MUNI in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.92M in Q3 2022. 288 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

WBH Advisory held 16,999 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $845K as of Q3 2026.
WBH Advisory sold 18,512 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $953K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.06% of WBH Advisory's portfolio in Q3 2026, its #198 holding.
WBH Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 16 quarters since.
WBH Advisory's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.92M in Q3 2022.
288 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.