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

Horizon 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 		$162K Buy
3,112
+3,090
+14,045% +$163K ﹤0.01% 1013
2025
Q4 		$1.15K Buy
22
+9
+69% +$472 ﹤0.01% 1222
2025
Q3 		$676 Buy
+13
New +$670 ﹤0.01% 1131

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Horizon Investments's MUNI Position: Q1 2026 in Review

Horizon Investments increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 14,045% in Q1 2026, buying an estimated $163K and bringing the position to 3,112 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Horizon Investments first reported a position in MUNI in Q3 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Horizon Investments held 3,112 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $162K as of Q1 2026.
  • Horizon Investments bought 3,090 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $163K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1013 holding.
  • Horizon Investments first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.