Fidelis Capital Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Fidelis Capital Partners’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	$248K	Hold	4,759	–	–	0.02%	443
2025 Q4	$249K	Buy	4,759 +450	+10%	+$23.6K	0.02%	428
2025 Q3	$225K	Hold	4,309	–	–	0.02%	441
2025 Q2	$221K	Buy	4,309 +278	+7%	+$14.2K	0.02%	405
2025 Q1	$206K	Buy	+4,031	New	+$209K	0.02%	405

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

Fidelis Capital Partners's MUNI Position: Q1 2026 in Review

Fidelis Capital Partners held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q1 2026 at 4,759 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #443.

Fidelis Capital Partners first reported a position in MUNI in Q1 2025 and has held it in 5 quarters since. The position peaked at $249K in Q4 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Fidelis Capital Partners held 4,759 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $248K as of Q1 2026.
Fidelis Capital Partners 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 0.02% of Fidelis Capital Partners's portfolio in Q1 2026, its #443 holding.
Fidelis Capital Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
Fidelis Capital Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $249K in Q4 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.