Bartlett & Co Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bartlett & Co Wealth 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 Q2	$249K	Hold	4,741	–	–	﹤0.01%	444
2026 Q1	$248K	Hold	4,741	–	–	﹤0.01%	425
2025 Q4	$249K	Hold	4,741	–	–	﹤0.01%	426
2025 Q3	$248K	Hold	4,741	–	–	﹤0.01%	423
2025 Q2	$243K	Sell	4,741 -450	-9%	-$23K	﹤0.01%	420
2025 Q1	$268K	Hold	5,191	–	–	﹤0.01%	411
2024 Q4	$269K	Hold	5,191	–	–	﹤0.01%	405
2024 Q3	$275K	Sell	5,191 -1,814	-26%	-$95.3K	﹤0.01%	408
2024 Q2	$365K	Hold	7,005	–	–	0.01%	361
2024 Q1	$368K	Sell	7,005 -3,735	-35%	-$196K	0.01%	371
2023 Q4	$568K	Buy	10,740 +8,690	+424%	+$442K	0.01%	332
2023 Q3	$103K	Hold	2,050	–	–	﹤0.01%	535
2023 Q2	$106K	Hold	2,050	–	–	﹤0.01%	531
2023 Q1	$107K	Hold	2,050	–	–	﹤0.01%	457
2022 Q4	$106K	Buy	2,050 +1,600	+356%	+$81.2K	﹤0.01%	463
2022 Q3	$22.6K	Hold	450	–	–	﹤0.01%	681
2022 Q2	$23.2K	Hold	450	–	–	﹤0.01%	706
2022 Q1	$23.9K	Buy	+450	New	+$24.6K	﹤0.01%	708
2021 Q4	–	Sell	-450	Closed	-$25.4K	–	700
2021 Q3	$25.4K	Hold	450	–	–	﹤0.01%	612
2021 Q2	$25.5K	Hold	450	–	–	﹤0.01%	600
2021 Q1	$25.3K	Hold	450	–	–	﹤0.01%	637
2020 Q4	$25.5K	Hold	450	–	–	﹤0.01%	635
2020 Q3	$25.3K	Hold	450	–	–	﹤0.01%	587
2020 Q2	$25K	Sell	450 -6,700	-94%	-$368K	﹤0.01%	588
2020 Q1	$390K	Buy	7,150 +6,700	+1,489%	+$370K	0.01%	246
2019 Q4	$24.9K	Hold	450	–	–	﹤0.01%	627
2019 Q3	$24.9K	Hold	450	–	–	﹤0.01%	628
2019 Q2	$24.7K	Hold	450	–	–	﹤0.01%	514
2019 Q1	$24.3K	Hold	450	–	–	﹤0.01%	503
2018 Q4	$23.8K	Hold	450	–	–	﹤0.01%	503
2018 Q3	$23.6K	Hold	450	–	–	﹤0.01%	521
2018 Q2	$23.8K	Hold	450	–	–	﹤0.01%	509
2018 Q1	$23.8K	Buy	+450	New	+$23.8K	﹤0.01%	517

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bartlett & Co Wealth Management's MUNI Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 4,741 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Bartlett & Co Wealth Management first reported a position in MUNI in Q1 2018 and has held it in 33 quarters since. The position peaked at $568K in Q4 2023. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Bartlett & Co Wealth Management held 4,741 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $249K as of Q2 2026.
Bartlett & Co Wealth Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #444 holding.
Bartlett & Co Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $568K in Q4 2023.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.