Clear Creek Financial Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Clear Creek Financial 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 Q1	$428K	Sell	8,204 -640	-7%	-$33.7K	0.03%	426
2025 Q4	$465K	Sell	8,844 -3,406	-28%	-$179K	0.04%	407
2025 Q3	$640K	Sell	12,250 -3,016	-20%	-$155K	0.06%	319
2025 Q2	$784K	Sell	15,266 -908	-6%	-$46.3K	0.07%	268
2025 Q1	$834K	Buy	16,174 +8,570	+113%	+$444K	0.09%	220
2024 Q4	$393K	Buy	7,604 +10	+0.1%	+$522	0.04%	335
2024 Q3	$402K	Sell	7,594 -8	-0.1%	-$420	0.05%	298
2024 Q2	$396K	Sell	7,602 -287	-4%	-$14.9K	0.05%	284
2024 Q1	$414K	Buy	7,889 +381	+5%	+$20K	0.05%	273
2023 Q4	$396K	Sell	7,508 -211	-3%	-$10.7K	0.06%	222
2023 Q3	$386K	Sell	7,719 -940	-11%	-$48.2K	0.07%	203
2023 Q2	$449K	Sell	8,659 -2,460	-22%	-$128K	0.08%	193
2023 Q1	$581K	Buy	11,119 +185	+2%	+$9.61K	0.11%	143
2022 Q4	$562K	Sell	10,934 -5,746	-34%	-$292K	0.12%	141
2022 Q3	$836K	Sell	16,680 -1,068	-6%	-$55.3K	0.18%	95
2022 Q2	$914K	Sell	17,748 -4,259	-19%	-$220K	0.19%	96
2022 Q1	$1.17M	Buy	22,007 +479	+2%	+$26.2K	0.18%	112
2021 Q4	$1.21M	Buy	21,528 +207	+1%	+$11.6K	0.18%	109
2021 Q3	$1.2M	Buy	21,321 +2,955	+16%	+$168K	0.19%	114
2021 Q2	$1.04M	Buy	+18,366	New	+$1.04M	0.16%	128
2021 Q1	–	Sell	-8,574	Closed	-$486K	–	182
2020 Q4	$486K	Buy	+8,574	New	+$483K	0.09%	188
2020 Q3	–	Sell	-6,204	Closed	-$345K	–	197
2020 Q2	$345K	Buy	+6,204	New	+$340K	0.09%	162

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

Clear Creek Financial Management's MUNI Position: Q1 2026 in Review

Clear Creek Financial Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7.2% in Q1 2026, selling an estimated $33.7K and leaving 8,204 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #426.

Clear Creek Financial Management first reported a position in MUNI in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q4 2021. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Clear Creek Financial Management held 8,204 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $428K as of Q1 2026.
Clear Creek Financial Management sold 640 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $33.7K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #426 holding.
Clear Creek Financial Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and has held it in 22 quarters since.
Clear Creek Financial Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.21M in Q4 2021.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.