Arrowroot Family Office’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Arrowroot Family Office’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 Q1	$3.22M	Sell	61,691 -19	-0%	-$1K	1.06%	24
2025 Q4	$3.23M	Buy	61,710 +298	+0.5%	+$15.6K	1.18%	25
2025 Q3	$3.21M	Buy	61,412 +3,758	+7%	+$194K	1.28%	22
2025 Q2	$2.96M	Buy	+57,654	New	+$2.94M	1.33%	20
2024 Q4	$2.72M	Sell	52,504 -834	-2%	-$43.6K	1.41%	22
2024 Q3	$2.83M	Buy	53,338 +2,520	+5%	+$132K	1.65%	18
2024 Q2	$2.65M	Buy	50,818 +1,002	+2%	+$52.1K	1.69%	17
2024 Q1	$2.61M	Sell	49,816 -1,488	-3%	-$78.2K	1.67%	16
2023 Q4	$2.71M	Buy	51,304 +91	+0.2%	+$4.63K	1.92%	14
2023 Q3	$2.56M	Sell	51,213 -4,998	-9%	-$256K	2.02%	11
2023 Q2	$2.91M	Sell	56,211 -900	-2%	-$46.7K	2.21%	9
2023 Q1	$2.98M	Buy	+57,111	New	+$2.97M	2.55%	6

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arrowroot Family Office's MUNI Position: Q1 2026 in Review

Arrowroot Family Office reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.03% in Q1 2026, selling an estimated $1K and leaving 61,691 shares worth $3.22M. The position accounts for 1.06% of the portfolio, ranked #24.

Arrowroot Family Office first reported a position in MUNI in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.23M in Q4 2025. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Arrowroot Family Office held 61,691 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.22M as of Q1 2026.
Arrowroot Family Office sold 19 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.06% of Arrowroot Family Office's portfolio in Q1 2026, its #24 holding.
Arrowroot Family Office first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.23M in Q4 2025.
435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.