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

Lunt 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
2025 Q1	–	Sell	-6,641	Closed	-$344K	–	88
2024 Q4	$344K	Sell	6,641 -869	-12%	-$45.4K	0.13%	64
2024 Q3	$398K	Hold	7,510	–	–	0.19%	65
2024 Q2	$391K	Hold	7,510	–	–	0.19%	64
2024 Q1	$394K	Hold	7,510	–	–	0.2%	67
2023 Q4	$397K	Sell	7,510 -3,146	-30%	-$160K	0.21%	67
2023 Q3	$534K	Buy	10,656 +3,140	+42%	+$161K	0.28%	52
2023 Q2	$390K	Buy	+7,516	New	+$390K	0.21%	60

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Lunt Capital Management's MUNI Position: Q1 2025 in Review

Lunt Capital Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2025, closing a stake of 6,641 shares — an estimated $344K sold.

Lunt Capital Management first reported a position in MUNI in Q2 2023 and held it in 7 quarters. The position peaked at $534K in Q3 2023. 333 funds tracked by Wall St. Rank hold MUNI as of Q1 2025.

Lunt Capital Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Lunt Capital Management sold 6,641 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $344K.
Lunt Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2023 and held it in 7 quarters.
Lunt Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $534K in Q3 2023.
333 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Lunt Capital Management's 13F filing for Q1 2025, filed 5 May 2025.