Beacon Capital Management Inc (Ohio)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$3.13M	Hold	60,000	–	–	0.18%	41
2025 Q4	$3.14M	Hold	60,000	–	–	0.17%	42
2025 Q3	$3.14M	Hold	60,000	–	–	0.15%	43
2025 Q2	$3.08M	Hold	60,000	–	–	0.16%	28
2025 Q1	$3.06M	Buy	+60,000	New	+$3.11M	0.15%	26

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

Beacon Capital Management Inc (Ohio)'s MUNI Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q1 2026 at 60,000 shares worth $3.13M. The position accounts for 0.18% of the portfolio, ranked #41.

Beacon Capital Management Inc (Ohio) first reported a position in MUNI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.14M in Q4 2025. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 60,000 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.13M as of Q1 2026.
Beacon Capital Management Inc (Ohio) 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 0.18% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #41 holding.
Beacon Capital Management Inc (Ohio) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
Beacon Capital Management Inc (Ohio)'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.14M 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 Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.