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Hanson & Doremus Investment Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Hanson & Doremus 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
Q2 		$3.34M Sell
63,541
-518
-0.8% -$27.1K 0.34% 45
2026
Q1 		$3.34M Buy
64,059
+6,920
+12% +$365K 0.38% 46
2025
Q4 		$3M Sell
57,139
-76
-0.1% -$3.99K 0.36% 43
2025
Q3 		$2.99M Sell
57,215
-157
-0.3% -$8.09K 0.38% 45
2025
Q2 		$2.95M Buy
57,372
+6,113
+12% +$312K 0.39% 47
2025
Q1 		$2.64M Buy
51,259
+1,568
+3% +$81.3K 0.39% 51
2024
Q4 		$2.57M Buy
49,691
+126
+0.3% +$6.58K 0.4% 44
2024
Q3 		$2.63M Buy
49,565
+4,155
+9% +$218K 0.42% 45
2024
Q2 		$2.36M Sell
45,410
-1,259
-3% -$65.4K 0.4% 47
2024
Q1 		$2.45M Buy
46,669
+1,487
+3% +$78.1K 0.42% 45
2023
Q4 		$2.39M Buy
45,182
+4,057
+10% +$207K 0.45% 42
2023
Q3 		$2.06M Sell
41,125
-4,510
-10% -$231K 0.42% 46
2023
Q2 		$2.37M Buy
45,635
+99
+0.2% +$5.14K 0.49% 42
2023
Q1 		$2.38M Buy
45,536
+2,724
+6% +$141K 0.53% 41
2022
Q4 		$2.2M Sell
42,812
-1,324
-3% -$67.2K 0.47% 48
2022
Q3 		$2.21M Buy
44,136
+4,318
+11% +$223K 0.57% 37
2022
Q2 		$2.05M Sell
39,818
-6,003
-13% -$311K 0.5% 39
2022
Q1 		$2.43M Buy
45,821
+8,203
+22% +$449K 0.52% 36
2021
Q4 		$2.11M Buy
37,618
+7,382
+24% +$415K 0.45% 41
2021
Q3 		$1.7M Buy
30,236
+14,095
+87% +$801K 0.39% 50
2021
Q2 		$907K Sell
16,141
-3,822
-19% -$216K 0.27% 75
2021
Q1 		$1.12M Buy
19,963
+2,432
+14% +$138K 0.26% 81
2020
Q4 		$995K Buy
17,531
+1,390
+9% +$78.3K 0.25% 82
2020
Q3 		$907K Buy
16,141
+3,540
+28% +$199K 0.27% 75
2020
Q2 		$701K Buy
12,601
+1,477
+13% +$81K 0.22% 88
2020
Q1 		$607K Buy
11,124
+1,776
+19% +$98K 0.21% 90
2019
Q4 		$516K Buy
+9,348
New +$516K 0.15% 113

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hanson & Doremus Investment Management's MUNI Position: Q2 2026 in Review

Hanson & Doremus Investment Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.81% in Q2 2026, selling an estimated $27.1K and leaving 63,541 shares worth $3.34M. The position accounts for 0.34% of the portfolio, ranked #45.

Hanson & Doremus Investment Management first reported a position in MUNI in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.34M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Hanson & Doremus Investment Management held 63,541 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.34M as of Q2 2026.
  • Hanson & Doremus Investment Management sold 518 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $27.1K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.34% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #45 holding.
  • Hanson & Doremus Investment Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 27 quarters since.
  • Hanson & Doremus Investment Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.34M in Q1 2026.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.