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Worth Asset Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Worth Asset Management’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 		$296K Hold
5,960
– – 0.09% 179
2026
Q2 		$313K Hold
5,960
– – 0.1% 142
2026
Q1 		$311K Buy
+5,960
New +$314K 0.12% 143

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Worth Asset Management's MUNI Position: Q3 2026 in Review

Worth Asset Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q3 2026 at 5,960 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #179.

Worth Asset Management first reported a position in MUNI in Q1 2026 and has held it in 3 quarters since. The position peaked at $313K in Q2 2026. 30 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Worth Asset Management held 5,960 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $296K as of Q3 2026.
  • Worth Asset Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.09% of Worth Asset Management's portfolio in Q3 2026, its #179 holding.
  • Worth Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2026 and has held it in 3 quarters since.
  • Worth Asset Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $313K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.