Mattson Financial Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Mattson Financial Services’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	–	Sell	-6,574	Closed	-$345K	–	236
2025 Q4	$345K	Buy	6,574 +34	+0.5%	+$1.78K	0.08%	159
2025 Q3	$342K	Buy	+6,540	New	+$337K	0.08%	154
2025 Q2	–	Sell	-462	Closed	-$23.8K	–	289
2025 Q1	$23.8K	Buy	+462	New	+$24K	0.01%	219

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $4.22B AUM 26.72% 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

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

Mattson Financial Services's MUNI Position: Q1 2026 in Review

Mattson Financial Services sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026, closing a stake of 6,574 shares — an estimated $345K sold.

Mattson Financial Services first reported a position in MUNI in Q1 2025 and held it in 3 quarters. The position peaked at $345K in Q4 2025. 436 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Mattson Financial Services reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Mattson Financial Services sold 6,574 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $345K.
Mattson Financial Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and held it in 3 quarters.
Mattson Financial Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $345K in Q4 2025.
436 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.