F.L. Putnam Investment Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

F.L. Putnam Investment 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	$342K	Sell	6,550 -42	-0.6%	-$2.21K	0.01%	490
2025 Q4	$345K	Sell	6,592 -8,229	-56%	-$432K	0.01%	490
2025 Q3	$775K	Sell	14,821 -2,690	-15%	-$139K	0.01%	356
2025 Q2	$899K	Sell	17,511 -23,106	-57%	-$1.18M	0.02%	327
2025 Q1	$2.09M	Buy	40,617 +659	+2%	+$34.2K	0.04%	239
2024 Q4	$2.07M	Buy	39,958 +2,681	+7%	+$140K	0.04%	241
2024 Q3	$1.97M	Buy	37,277 +3,850	+12%	+$202K	0.04%	250
2024 Q2	$1.74M	Buy	33,427 +27,407	+455%	+$1.42M	0.03%	257
2024 Q1	$316K	Sell	6,020 -7,622	-56%	-$400K	0.01%	416
2023 Q4	$720K	Sell	13,642 -1,435	-10%	-$73K	0.02%	297
2023 Q3	$755K	Buy	15,077 +10,021	+198%	+$514K	0.02%	290
2023 Q2	$262K	Buy	5,056 +870	+21%	+$45.2K	0.01%	421
2023 Q1	$219K	Buy	+4,186	New	+$217K	0.01%	403
2022 Q3	–	Sell	-212,267	Closed	-$10.9M	–	408
2022 Q2	$10.9M	Buy	+212,267	New	+$11M	0.4%	60

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

F.L. Putnam Investment Management's MUNI Position: Q1 2026 in Review

F.L. Putnam Investment Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.64% in Q1 2026, selling an estimated $2.21K and leaving 6,550 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #490.

F.L. Putnam Investment Management first reported a position in MUNI in Q2 2022 and has held it in 14 quarters since. The position peaked at $10.9M in Q2 2022. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

F.L. Putnam Investment Management held 6,550 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $342K as of Q1 2026.
F.L. Putnam Investment Management sold 42 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $2.21K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #490 holding.
F.L. Putnam Investment Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 14 quarters since.
F.L. Putnam Investment Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $10.9M in Q2 2022.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.