Crossmark Global Holdings’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Crossmark Global Holdings’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
2025 Q4	–	Sell	-23,647	Closed	-$1.24M	–	1291
2025 Q3	$1.24M	Sell	23,647 -3,542	-13%	-$182K	0.02%	566
2025 Q2	$1.4M	Sell	27,189 -3,409	-11%	-$174K	0.02%	526
2025 Q1	$1.58M	Buy	+30,598	New	+$1.59M	0.03%	478

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $4.22B AUM 26.72% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Crossmark Global Holdings's MUNI Position: Q4 2025 in Review

Crossmark Global Holdings sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2025, closing a stake of 23,647 shares — an estimated $1.24M sold.

Crossmark Global Holdings first reported a position in MUNI in Q1 2025 and held it in 3 quarters. The position peaked at $1.58M in Q1 2025. 413 funds tracked by Wall St. Rank hold MUNI as of Q4 2025.

Crossmark Global Holdings reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 23,647 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $1.24M.
Crossmark Global Holdings first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and held it in 3 quarters.
Crossmark Global Holdings's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.58M in Q1 2025.
413 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.