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

Kuhn & Co 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 Q1	$1.46M	Buy	27,942 +2,421	+9%	+$128K	0.94%	30
2025 Q4	$1.34M	Buy	25,521 +3,266	+15%	+$171K	0.89%	30
2025 Q3	$1.16M	Buy	22,255 +2,755	+14%	+$142K	0.92%	31
2025 Q2	$1M	Buy	19,500 +1,026	+6%	+$52.4K	0.76%	37
2025 Q1	$952K	Buy	18,474 +2,091	+13%	+$108K	0.8%	37
2024 Q4	$847K	Buy	16,383 +1,000	+7%	+$52.2K	0.72%	40
2024 Q3	$815K	Buy	15,383 +1,640	+12%	+$86.1K	0.7%	46
2024 Q2	$715K	Buy	+13,743	New	+$714K	0.64%	47

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

Kuhn & Co Investment Counsel's MUNI Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 9.5% in Q1 2026, buying an estimated $128K and bringing the position to 27,942 shares worth $1.46M. The position accounts for 0.94% of the portfolio, ranked #30.

Kuhn & Co Investment Counsel first reported a position in MUNI in Q2 2024 and has held it in 8 quarters since. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Kuhn & Co Investment Counsel held 27,942 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.46M as of Q1 2026.
Kuhn & Co Investment Counsel bought 2,421 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $128K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.94% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #30 holding.
Kuhn & Co Investment Counsel first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 8 quarters since.
435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.