Jim Simons
MUNI icon

Jim Simons’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Jim Simons’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 		$1.59M Sell
30,451
-36,349
-54% -$1.92M ﹤0.01% 2015
2025
Q4 		$3.5M Sell
66,800
-141,400
-68% -$7.42M 0.01% 1543
2025
Q3 		$10.9M Buy
208,200
+84,200
+68% +$4.34M 0.01% 1056
2025
Q2 		$6.37M Buy
124,000
+104,200
+526% +$5.32M 0.01% 1366
2025
Q1 		$1.02M Sell
19,800
-22,600
-53% -$1.17M ﹤0.01% 2418
2024
Q4 		$2.19M Sell
42,400
-113,551
-73% -$5.93M ﹤0.01% 1993
2024
Q3 		$8.26M Buy
155,951
+94,251
+153% +$4.95M 0.01% 1138
2024
Q2 		$3.21M Sell
61,700
-97,500
-61% -$5.07M 0.01% 1577
2024
Q1 		$8.35M Sell
159,200
-62,771
-28% -$3.3M 0.01% 1094
2023
Q4 		$11.7M Buy
+221,971
New +$11.3M 0.02% 870
2023
Q3 		– Sell
-88,000
Closed -$4.56M – 3948
2023
Q2 		$4.56M Sell
88,000
-129,895
-60% -$6.74M 0.01% 1474
2023
Q1 		$11.4M Sell
217,895
-45,612
-17% -$2.37M 0.02% 1028
2022
Q4 		$13.5M Buy
+263,507
New +$13.4M 0.02% 927
2022
Q3 		– Sell
-160,403
Closed -$8.26M – 4288
2022
Q2 		$8.26M Buy
+160,403
New +$8.3M 0.01% 1214

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 $1.81T AUM 41.13% 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 $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's MUNI Position: Q1 2026 in Review

Jim Simons reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 54% in Q1 2026, selling an estimated $1.92M and leaving 30,451 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Jim Simons first reported a position in MUNI in Q2 2022 and has held it in 14 quarters since. The position peaked at $13.5M in Q4 2022. 436 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Jim Simons held 30,451 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.59M as of Q1 2026.
  • Jim Simons sold 36,349 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.92M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2015 holding.
  • Jim Simons first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 14 quarters since.
  • Jim Simons's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $13.5M in Q4 2022.
  • 436 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.