Goodwin Investment Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Goodwin Investment Advisory’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	$989K	Sell	18,946 -1,285	-6%	-$67.8K	1.18%	12
2025 Q4	$1.06M	Sell	20,231 -4,581	-18%	-$240K	1.16%	13
2025 Q3	$1.3M	Sell	24,812 -5,393	-18%	-$278K	1.39%	10
2025 Q2	$1.55M	Sell	30,205 -1,046	-3%	-$53.4K	1.79%	8
2025 Q1	$1.61M	Sell	31,251 -52,870	-63%	-$2.74M	2.5%	8
2024 Q4	$4.35M	Sell	84,121 -1,718	-2%	-$89.8K	2.28%	8
2024 Q3	$4.55M	Sell	85,839 -4,639	-5%	-$244K	1.97%	8
2024 Q2	$4.71M	Sell	90,478 -2,653	-3%	-$138K	2.16%	8
2024 Q1	$4.89M	Sell	93,131 -4,131	-4%	-$217K	2.3%	8
2023 Q4	$5.14M	Buy	97,262 +79,401	+445%	+$4.04M	2.67%	8
2023 Q3	$894K	Buy	17,861 +14,248	+394%	+$730K	0.53%	17
2023 Q2	$187K	Buy	+3,613	New	+$188K	0.11%	48

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

Goodwin Investment Advisory's MUNI Position: Q1 2026 in Review

Goodwin Investment Advisory reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.4% in Q1 2026, selling an estimated $67.8K and leaving 18,946 shares worth $989K. The position accounts for 1.18% of the portfolio, ranked #12.

Goodwin Investment Advisory first reported a position in MUNI in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.14M in Q4 2023. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Goodwin Investment Advisory held 18,946 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $989K as of Q1 2026.
Goodwin Investment Advisory sold 1,285 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $67.8K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.18% of Goodwin Investment Advisory's portfolio in Q1 2026, its #12 holding.
Goodwin Investment Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2023 and has held it in 12 quarters since.
Goodwin Investment Advisory's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $5.14M in Q4 2023.
435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Goodwin Investment Advisory's 13F filing for Q1 2026, filed 13 May 2026.