Grimes & Company’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Grimes & Company’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 Q2	$1.26M	Buy	24,024 +4,194	+21%	+$220K	0.03%	230
2026 Q1	$1.03M	Buy	19,830 +6,808	+52%	+$359K	0.03%	238
2025 Q4	$682K	Sell	13,022 -689	-5%	-$36.2K	0.02%	286
2025 Q3	$717K	Buy	13,711 +1,909	+16%	+$98.3K	0.02%	263
2025 Q2	$606K	Buy	11,802 +1,622	+16%	+$82.8K	0.02%	252
2025 Q1	$525K	Buy	+10,180	New	+$528K	0.02%	235

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Grimes & Company's MUNI Position: Q2 2026 in Review

Grimes & Company increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 21% in Q2 2026, buying an estimated $220K and bringing the position to 24,024 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #230.

Grimes & Company first reported a position in MUNI in Q1 2025 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Grimes & Company held 24,024 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.26M as of Q2 2026.
Grimes & Company bought 4,194 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $220K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Grimes & Company's portfolio in Q2 2026, its #230 holding.
Grimes & Company first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.