Anchor Investment Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $649K | Hold |
12,427
| – | – | 0.05% | 243 |
|
|
2025
Q4 | $651K | Hold |
12,427
| – | – | 0.05% | 243 |
|
|
2025
Q3 | $650K | Hold |
12,427
| – | – | 0.05% | 242 |
|
|
2025
Q2 | $638K | Hold |
12,427
| – | – | 0.06% | 233 |
|
|
2025
Q1 | $641K | Hold |
12,427
| – | – | 0.06% | 231 |
|
|
2024
Q4 | $643K | Hold |
12,427
| – | – | 0.06% | 228 |
|
|
2024
Q3 | $658K | Hold |
12,427
| – | – | 0.06% | 230 |
|
|
2024
Q2 | $647K | Hold |
12,427
| – | – | 0.07% | 212 |
|
|
2024
Q1 | $652K | Hold |
12,427
| – | – | 0.07% | 214 |
|
|
2023
Q4 | $656K | Sell |
12,427
-400
| -3% | -$20.4K | 0.08% | 208 |
|
|
2023
Q3 | $642K | Sell |
12,827
-800
| -6% | -$41K | 0.08% | 196 |
|
|
2023
Q2 | $706K | Hold |
13,627
| – | – | 0.09% | 190 |
|
|
2023
Q1 | $712K | Hold |
13,627
| – | – | 0.1% | 189 |
|
|
2022
Q4 | $700K | Hold |
13,627
| – | – | 0.1% | 188 |
|
|
2022
Q3 | $683K | Buy |
13,627
+1,827
| +15% | +$94.5K | 0.11% | 182 |
|
|
2022
Q2 | $607K | Hold |
11,800
| – | – | 0.09% | 202 |
|
|
2022
Q1 | $625K | Hold |
11,800
| – | – | 0.08% | 218 |
|
|
2021
Q4 | $663K | Buy |
11,800
+1,000
| +9% | +$56.2K | 0.08% | 207 |
|
|
2021
Q3 | $609K | Hold |
10,800
| – | – | 0.08% | 212 |
|
|
2021
Q2 | $613K | Hold |
10,800
| – | – | 0.08% | 210 |
|
|
2021
Q1 | $607K | Hold |
10,800
| – | – | 0.09% | 200 |
|
|
2020
Q4 | $613K | Buy |
10,800
+700
| +7% | +$39.4K | 0.11% | 167 |
|
|
2020
Q3 | $568K | Buy |
10,100
+1,000
| +11% | +$56.3K | 0.12% | 161 |
|
|
2020
Q2 | $506K | Hold |
9,100
| – | – | 0.11% | 163 |
|
|
2020
Q1 | $496K | Hold |
9,100
| – | – | 0.13% | 163 |
|
|
2019
Q4 | $502K | Hold |
9,100
| – | – | 0.11% | 175 |
|
|
2019
Q3 | $503K | Hold |
9,100
| – | – | 0.12% | 172 |
|
|
2019
Q2 | $499K | Sell |
9,100
-500
| -5% | -$27.2K | 0.12% | 171 |
|
|
2019
Q1 | $518K | Hold |
9,600
| – | – | 0.13% | 164 |
|
|
2018
Q4 | $507K | Buy |
9,600
+300
| +3% | +$15.7K | 0.14% | 155 |
|
|
2018
Q3 | $488K | Hold |
9,300
| – | – | 0.11% | 184 |
|
|
2018
Q2 | $492K | Buy |
9,300
+1,400
| +18% | +$73.7K | 0.12% | 175 |
|
|
2018
Q1 | $417K | Hold |
7,900
| – | – | 0.11% | 200 |
|
|
2017
Q4 | $424K | Buy |
7,900
+1,000
| +14% | +$53.7K | 0.11% | 191 |
|
|
2017
Q3 | $371K | Buy |
6,900
+1,000
| +17% | +$53.8K | 0.11% | 196 |
|
|
2017
Q2 | $315K | Buy |
5,900
+4,900
| +490% | +$262K | 0.1% | 191 |
|
|
2017
Q1 | $52.9K | Hold |
1,000
| – | – | 0.02% | 391 |
|
|
2016
Q4 | $52.4K | Hold |
1,000
| – | – | 0.02% | 377 |
|
|
2016
Q3 | $54.9K | Hold |
1,000
| – | – | 0.02% | 349 |
|
|
2016
Q2 | $55.1K | Hold |
1,000
| – | – | 0.02% | 344 |
|
|
2016
Q1 | $54.2K | Buy |
+1,000
| New | +$54.3K | 0.02% | 336 |
|
Other funds holding MUNI
WWA
Anchor Investment Management's MUNI Position: Q1 2026 in Review
Anchor Investment Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q1 2026 at 12,427 shares worth $649K. The position accounts for 0.05% of the portfolio, ranked #243.
Anchor Investment Management first reported a position in MUNI in Q1 2016 and has held it in 41 quarters since. The position peaked at $712K in Q1 2023. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.
- Anchor Investment Management held 12,427 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $649K as of Q1 2026.
- Anchor Investment Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
- PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of Anchor Investment Management's portfolio in Q1 2026, its #243 holding.
- Anchor Investment Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2016 and has held it in 41 quarters since.
- Anchor Investment Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $712K in Q1 2023.
- 435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.