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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Matthew Hamilton Rosenberg's MUNI Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 40 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Matthew Hamilton Rosenberg first reported a position in MUNI in Q1 2020 and has held it in 26 quarters since. The position peaked at $76K in Q2 2021. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Matthew Hamilton Rosenberg held 40 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.13K as of Q2 2026.
Matthew Hamilton Rosenberg left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #732 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 26 quarters since.
Matthew Hamilton Rosenberg's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $76K in Q2 2021.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.