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Main Street Financial Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Main Street Financial Solutions’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
Q4 		$818K Buy
15,610
+1,579
+11% +$82.9K 0.06% 254
2025
Q3 		$734K Buy
14,031
+15
+0.1% +$773 0.05% 301
2025
Q2 		$720K Buy
14,016
+87
+0.6% +$4.44K 0.05% 288
2025
Q1 		$718K Buy
13,929
+687
+5% +$35.6K 0.06% 248
2024
Q4 		$685K Buy
13,242
+159
+1% +$8.31K 0.07% 227
2024
Q3 		$693K Buy
13,083
+317
+2% +$16.7K 0.06% 256
2024
Q2 		$665K Buy
+12,766
New +$663K 0.06% 269
2022
Q4 		– Sell
-6,375
Closed -$320K – 457
2022
Q3 		$320K Buy
6,375
+1,273
+25% +$65.9K 0.05% 312
2022
Q2 		$263K Sell
5,102
-1,220
-19% -$63.1K 0.03% 368
2022
Q1 		$335K Buy
6,322
+25
+0.4% +$1.37K 0.05% 337
2021
Q4 		$354K Buy
6,297
+25
+0.4% +$1.41K 0.05% 341
2021
Q3 		$354K Buy
6,272
+625
+11% +$35.5K 0.05% 328
2021
Q2 		$321K Buy
5,647
+7
+0.1% +$396 0.05% 343
2021
Q1 		$317K Hold
5,640
– – 0.06% 312
2020
Q4 		$320K Buy
+5,640
New +$318K 0.07% 281

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 $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Main Street Financial Solutions's MUNI Position: Q4 2025 in Review

Main Street Financial Solutions increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 11% in Q4 2025, buying an estimated $82.9K and bringing the position to 15,610 shares worth $818K. The position accounts for 0.06% of the portfolio, ranked #254.

Main Street Financial Solutions first reported a position in MUNI in Q4 2020 and has held it in 15 quarters since. 412 funds tracked by Wall St. Rank hold MUNI as of Q4 2025.

  • Main Street Financial Solutions held 15,610 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $818K as of Q4 2025.
  • Main Street Financial Solutions bought 1,579 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $82.9K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.06% of Main Street Financial Solutions's portfolio in Q4 2025, its #254 holding.
  • Main Street Financial Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2020 and has held it in 15 quarters since.
  • 412 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.