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Johnson Investment Counsel’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Johnson Investment Counsel’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 		$1.19M Hold
22,620
– – 0.01% 435
2026
Q1 		$1.18M Buy
+22,620
New +$1.19M 0.01% 409
2019
Q3 		– Sell
-43,150
Closed -$2.37M – 634
2019
Q2 		$2.37M Buy
43,150
+1,000
+2% +$54.3K 0.05% 184
2019
Q1 		$2.27M Buy
42,150
+850
+2% +$45.3K 0.05% 191
2018
Q4 		$2.18M Sell
41,300
-4,150
-9% -$217K 0.05% 183
2018
Q3 		$2.38M Buy
45,450
+2,675
+6% +$141K 0.05% 189
2018
Q2 		$2.26M Buy
42,775
+1,620
+4% +$85.3K 0.06% 182
2018
Q1 		$2.17M Buy
41,155
+750
+2% +$39.7K 0.06% 172
2017
Q4 		$2.17M Buy
40,405
+1,970
+5% +$106K 0.05% 174
2017
Q3 		$2.07M Sell
38,435
-825
-2% -$44.4K 0.05% 172
2017
Q2 		$2.1M Buy
39,260
+5,850
+18% +$312K 0.06% 165
2017
Q1 		$1.77M Buy
33,410
+3,750
+13% +$197K 0.05% 169
2016
Q4 		$1.55M Sell
29,660
-760
-2% -$40.5K 0.05% 175
2016
Q3 		$1.67M Sell
30,420
-4,611
-13% -$254K 0.05% 174
2016
Q2 		$1.93M Hold
35,031
– – 0.06% 168
2016
Q1 		$1.9M Sell
35,031
-125
-0.4% -$6.79K 0.07% 162
2015
Q4 		$1.9M Sell
35,156
-50
-0.1% -$2.68K 0.07% 162
2015
Q3 		$1.87M Buy
35,206
+506
+1% +$26.8K 0.07% 164
2015
Q2 		$1.83M Buy
34,700
+3,280
+10% +$175K 0.06% 166
2015
Q1 		$1.69M Buy
31,420
+1,150
+4% +$62K 0.06% 175
2014
Q4 		$1.62M Buy
30,270
+10,095
+50% +$541K 0.05% 178
2014
Q3 		$1.08M Buy
+20,175
New +$1.08M 0.04% 207

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

Johnson Investment Counsel's MUNI Position: Q2 2026 in Review

Johnson Investment Counsel held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 22,620 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #435.

Johnson Investment Counsel first reported a position in MUNI in Q3 2014 and has held it in 22 quarters since. The position peaked at $2.38M in Q3 2018. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Johnson Investment Counsel held 22,620 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.19M as of Q2 2026.
  • Johnson Investment Counsel left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #435 holding.
  • Johnson Investment Counsel first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2014 and has held it in 22 quarters since.
  • Johnson Investment Counsel's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.38M in Q3 2018.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.