MHR
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Matthew Hamilton Rosenberg’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$2.01K Hold
40
– – ﹤0.01% 756
2026
Q2 		$2.13K Hold
40
– – ﹤0.01% 732
2026
Q1 		$2.11K Hold
40
– – ﹤0.01% 727
2025
Q4 		$2.12K Hold
40
– – ﹤0.01% 742
2025
Q3 		$2.11K Hold
40
– – ﹤0.01% 745
2025
Q2 		$2.08K Hold
40
– – ﹤0.01% 776
2025
Q1 		$2.08K Hold
40
– – ﹤0.01% 758
2024
Q4 		$2.09K Hold
40
– – ﹤0.01% 747
2024
Q3 		$2.14K Hold
40
– – ﹤0.01% 744
2024
Q2 		$2.09K Hold
40
– – ﹤0.01% 712
2024
Q1 		$2.11K Hold
40
– – ﹤0.01% 751
2023
Q4 		$2.13K Hold
40
– – ﹤0.01% 762
2023
Q3 		$2K Hold
40
– – ﹤0.01% 753
2023
Q2 		$2.06K Buy
40
+1
+3% +$52 ﹤0.01% 751
2023
Q1 		$2.06K Hold
39
– – ﹤0.01% 789
2022
Q4 		$2.01K Sell
39
-1,299
-97% -$65.9K ﹤0.01% 781
2022
Q3 		$67K Hold
1,338
– – 0.03% 364
2022
Q2 		$69K Buy
1,338
+1
+0.1% +$52 0.03% 378
2022
Q1 		$71K Hold
1,337
– – 0.02% 376
2021
Q4 		$75K Hold
1,337
– – 0.03% 351
2021
Q3 		$75K Hold
1,337
– – 0.03% 330
2021
Q2 		$76K Sell
1,337
-4
-0.3% -$227 0.04% 304
2021
Q1 		$75K Hold
1,341
– – 0.04% 296
2020
Q4 		$76K Sell
1,341
-7
-0.5% -$394 0.05% 269
2020
Q3 		$76K Sell
1,348
-300
-18% -$16.9K 0.06% 245
2020
Q2 		$75K Buy
1,648
+300
+22% +$16.5K 0.06% 245
2020
Q1 		$74K Buy
+1,348
New +$74.4K 0.07% 185

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Matthew Hamilton Rosenberg's MUNI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q3 2026 at 40 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Matthew Hamilton Rosenberg first reported a position in MUNI in Q1 2020 and has held it in 27 quarters since. The position peaked at $76K in Q2 2021. 30 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

  • Matthew Hamilton Rosenberg held 40 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.01K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #756 holding.
  • Matthew Hamilton Rosenberg first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $76K in Q2 2021.
  • 30 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.