Bank of Montreal’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bank of Montreal’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	$88.7K	Hold	1,700	–	–	﹤0.01%	3155
2025 Q4	$89.1K	Hold	1,700	–	–	﹤0.01%	3079
2025 Q3	$88.9K	Hold	1,700	–	–	﹤0.01%	3006
2025 Q2	$87.3K	Hold	1,700	–	–	﹤0.01%	3023
2025 Q1	$87.6K	Hold	1,700	–	–	﹤0.01%	2946
2024 Q4	$87.9K	Hold	1,700	–	–	﹤0.01%	2985
2024 Q3	$90K	Buy	1,700 +300	+21%	+$15.8K	﹤0.01%	3276
2024 Q2	$73.1K	Hold	1,400	–	–	﹤0.01%	3339
2024 Q1	$73.5K	Hold	1,400	–	–	﹤0.01%	3364
2023 Q4	$71.8K	Hold	1,400	–	–	﹤0.01%	3467
2023 Q3	$71.4K	Hold	1,400	–	–	﹤0.01%	3364
2023 Q2	$72.8K	Hold	1,400	–	–	﹤0.01%	3522
2023 Q1	$73.2K	Hold	1,400	–	–	﹤0.01%	3307
2022 Q4	$72.5K	Hold	1,400	–	–	﹤0.01%	3450
2022 Q3	$72	Buy	+1,400	New	+$72.4K	﹤0.01%	3546
2018 Q2	–	Sell	-6	Closed	–	–	4816
2018 Q1	$0	Hold	6	–	–	﹤0.01%	4270
2017 Q4	$0	Hold	6	–	–	﹤0.01%	4271
2017 Q3	$0	Hold	6	–	–	﹤0.01%	4267
2017 Q2	$0	Hold	6	–	–	﹤0.01%	4233
2017 Q1	$0	Hold	6	–	–	﹤0.01%	4119
2016 Q4	$0	Hold	6	–	–	﹤0.01%	4139
2016 Q3	$0	Hold	6	–	–	﹤0.01%	4135
2016 Q2	$0	Hold	6	–	–	﹤0.01%	4237
2016 Q1	$0	Sell	6 -6,073	-100%	-$330K	﹤0.01%	4330
2015 Q4	$328K	Sell	6,079 -2,035	-25%	-$109K	﹤0.01%	2168
2015 Q3	$432K	Sell	8,114 -2,726	-25%	-$144K	﹤0.01%	1934
2015 Q2	$572K	Sell	10,840 -338	-3%	-$18K	﹤0.01%	1894
2015 Q1	$602K	Sell	11,178 -1,273	-10%	-$68.6K	﹤0.01%	1841
2014 Q4	$668K	Buy	12,451 +4,625	+59%	+$248K	﹤0.01%	1918
2014 Q3	$418K	Buy	7,826 +2,545	+48%	+$136K	﹤0.01%	2157
2014 Q2	$281K	Sell	5,281 -74	-1%	-$3.92K	﹤0.01%	2383
2014 Q1	$282K	Buy	5,355 +35	+0.7%	+$1.84K	﹤0.01%	2360
2013 Q4	$275K	Buy	5,320 +731	+16%	+$38.1K	﹤0.01%	2100
2013 Q3	$239K	Hold	4,589	–	–	﹤0.01%	2158
2013 Q2	$238K	Buy	+4,589	New	+$248K	﹤0.01%	2110

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Bank of Montreal's MUNI Position: Q1 2026 in Review

Bank of Montreal held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q1 2026 at 1,700 shares worth $88.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3155.

Bank of Montreal first reported a position in MUNI in Q2 2013 and has held it in 35 quarters since. The position peaked at $668K in Q4 2014. 436 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Bank of Montreal held 1,700 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $88.7K as of Q1 2026.
Bank of Montreal 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 ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3155 holding.
Bank of Montreal first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2013 and has held it in 35 quarters since.
Bank of Montreal's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $668K in Q4 2014.
436 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.