Beckerman Institutional’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Beckerman Institutional’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	$781K	Buy	14,971 +2,726	+22%	+$144K	0.42%	53
2025 Q4	$642K	Buy	12,245 +5,097	+71%	+$268K	0.36%	63
2025 Q3	$374K	Buy	7,148 +975	+16%	+$50.2K	0.22%	85
2025 Q2	$317K	Buy	+6,173	New	+$315K	0.21%	91

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

Beckerman Institutional's MUNI Position: Q1 2026 in Review

Beckerman Institutional increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 22% in Q1 2026, buying an estimated $144K and bringing the position to 14,971 shares worth $781K. The position accounts for 0.42% of the portfolio, ranked #53.

Beckerman Institutional first reported a position in MUNI in Q2 2025 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Beckerman Institutional held 14,971 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $781K as of Q1 2026.
Beckerman Institutional bought 2,726 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $144K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.42% of Beckerman Institutional's portfolio in Q1 2026, its #53 holding.
Beckerman Institutional first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.