Kendall Capital Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Kendall Capital Management’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	$605K	Hold	11,600	–	–	0.12%	147
2025 Q4	$608K	Hold	11,600	–	–	0.13%	151
2025 Q3	$606K	Hold	11,600	–	–	0.14%	144
2025 Q2	$596K	Hold	11,600	–	–	0.16%	136
2025 Q1	$598K	Hold	11,600	–	–	0.18%	135
2024 Q4	$600K	Buy	+11,600	New	+$606K	0.18%	137

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kendall Capital Management's MUNI Position: Q1 2026 in Review

Kendall Capital Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q1 2026 at 11,600 shares worth $605K. The position accounts for 0.12% of the portfolio, ranked #147.

Kendall Capital Management first reported a position in MUNI in Q4 2024 and has held it in 6 quarters since. The position peaked at $608K in Q4 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Kendall Capital Management held 11,600 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $605K as of Q1 2026.
Kendall Capital Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.12% of Kendall Capital Management's portfolio in Q1 2026, its #147 holding.
Kendall Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
Kendall Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $608K 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 Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.