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J. Mark Nickell & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

J. Mark Nickell & Co’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 		$362K Buy
6,877
+282
+4% +$14.8K 0.29% 22
2026
Q1 		$344K Buy
+6,595
New +$348K 0.31% 23

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

J. Mark Nickell & Co's MUNI Position: Q2 2026 in Review

J. Mark Nickell & Co increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.3% in Q2 2026, buying an estimated $14.8K and bringing the position to 6,877 shares worth $362K. The position accounts for 0.29% of the portfolio, ranked #22.

J. Mark Nickell & Co first reported a position in MUNI in Q1 2026 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • J. Mark Nickell & Co held 6,877 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $362K as of Q2 2026.
  • J. Mark Nickell & Co bought 282 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $14.8K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.29% of J. Mark Nickell & Co's portfolio in Q2 2026, its #22 holding.
  • J. Mark Nickell & Co first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.