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

XY Planning Network’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 		$12.4M Buy
250,390
+16,009
+7% +$824K 1.34% 17
2026
Q2 		$12.3M Buy
234,381
+17,396
+8% +$911K 1.55% 10
2026
Q1 		$11.3M Buy
216,985
+29,733
+16% +$1.57M 1.81% 8
2025
Q4 		$9.8M Buy
187,252
+43,748
+30% +$2.3M 1.71% 11
2025
Q3 		$7.37M Hold
143,504
– – 2.51% 8
2025
Q2 		$7.37M Buy
143,504
+554
+0.4% +$28.3K 2.51% 8
2025
Q1 		$7.37M Sell
142,950
-8,221
-5% -$426K 4.92% 4
2024
Q4 		$7.82M Buy
+151,171
New +$7.9M 5.87% 3

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
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
Shotwell Rutter Baer
Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

XY Planning Network's MUNI Position: Q3 2026 in Review

XY Planning Network increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.8% in Q3 2026, buying an estimated $824K and bringing the position to 250,390 shares worth $12.4M. The position accounts for 1.34% of the portfolio, ranked #17.

XY Planning Network first reported a position in MUNI in Q4 2024 and has held it in 8 quarters since. 136 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • XY Planning Network held 250,390 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $12.4M as of Q3 2026.
  • XY Planning Network bought 16,009 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $824K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.34% of XY Planning Network's portfolio in Q3 2026, its #17 holding.
  • XY Planning Network first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
  • 136 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.