Williams & Novak’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Williams & Novak’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	$760K	Sell	15,300 -18,015	-54%	-$927K	0.45%	51
2026 Q2	$1.75M	Sell	33,315 -475	-1%	-$24.9K	1.16%	21
2026 Q1	$1.76M	Buy	33,790 +12,175	+56%	+$642K	1.32%	22
2025 Q4	$1.13M	Sell	21,615 -2,835	-12%	-$149K	0.85%	30
2025 Q3	$1.28M	Buy	24,450 +6,550	+37%	+$337K	0.98%	29
2025 Q2	$919K	Buy	17,900 +2,350	+15%	+$120K	0.78%	42
2025 Q1	$802K	Buy	15,550 +650	+4%	+$33.7K	0.78%	35
2024 Q4	$771K	Sell	14,900 -11,215	-43%	-$586K	0.74%	35
2024 Q3	$1.38M	Buy	26,115 +1,100	+4%	+$57.8K	1.29%	25
2024 Q2	$1.3M	Buy	25,015 +7,725	+45%	+$401K	1.21%	25
2024 Q1	$913K	Hold	17,290	–	–	1.04%	31
2023 Q4	$913K	Buy	+17,290	New	+$880K	1.04%	31

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

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

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

Williams & Novak's MUNI Position: Q3 2026 in Review

Williams & Novak reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 54% in Q3 2026, selling an estimated $927K and leaving 15,300 shares worth $760K. The position accounts for 0.45% of the portfolio, ranked #51.

Williams & Novak first reported a position in MUNI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.76M in Q1 2026. 263 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Williams & Novak held 15,300 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $760K as of Q3 2026.
Williams & Novak sold 18,015 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $927K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.45% of Williams & Novak's portfolio in Q3 2026, its #51 holding.
Williams & Novak first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.76M in Q1 2026.
263 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.