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Harbour Investments’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Harbour Investments’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 		$321K Sell
6,141
-140
-2% -$7.38K ﹤0.01% 1273
2025
Q4 		$329K Buy
6,281
+425
+7% +$22.3K 0.01% 1041
2025
Q3 		$306K Buy
5,856
+313
+6% +$16.1K 0.01% 1048
2025
Q2 		$285K Buy
5,543
+1,411
+34% +$72K 0.01% 1019
2025
Q1 		$213K Buy
4,132
+1,966
+91% +$102K 0.01% 1068
2024
Q4 		$112K Sell
2,166
-2,467
-53% -$129K ﹤0.01% 1309
2024
Q3 		$245K Buy
4,633
+1,885
+69% +$99K 0.01% 926
2024
Q2 		$143K Buy
2,748
+1
+0% +$52 ﹤0.01% 1078
2024
Q1 		$144K Buy
2,747
+629
+30% +$33K 0.01% 1052
2023
Q4 		$112K Sell
2,118
-1,186
-36% -$60.4K ﹤0.01% 1090
2023
Q3 		$165K Buy
3,304
+431
+15% +$22.1K 0.01% 856
2023
Q2 		$149K Buy
2,873
+1,000
+53% +$51.9K 0.01% 903
2023
Q1 		$97.9K Buy
1,873
+1,298
+226% +$67.4K 0.01% 1050
2022
Q4 		$29.5K Buy
575
+1
+0.2% +$51 ﹤0.01% 1514
2022
Q3 		$30K Hold
574
– – ﹤0.01% 1475
2022
Q2 		$30K Buy
+574
New +$29.7K ﹤0.01% 1475
2021
Q4 		$173K Sell
3,078
-486
-14% -$27.3K 0.01% 778
2021
Q3 		$201K Buy
3,564
+737
+26% +$41.9K 0.01% 1027
2021
Q2 		$160K Sell
2,827
-155
-5% -$8.78K 0.01% 1151
2021
Q1 		$168K Buy
+2,982
New +$169K 0.01% 1052

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments's MUNI Position: Q1 2026 in Review

Harbour Investments reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.2% in Q1 2026, selling an estimated $7.38K and leaving 6,141 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Harbour Investments first reported a position in MUNI in Q1 2021 and has held it in 20 quarters since. The position peaked at $329K in Q4 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Harbour Investments held 6,141 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $321K as of Q1 2026.
  • Harbour Investments sold 140 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $7.38K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1273 holding.
  • Harbour Investments first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $329K 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 Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.