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McCarter Private Wealth Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

McCarter Private Wealth 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
Q2 		$3.45M Buy
+65,507
New +$3.43M 1.19% 30

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McCarter Private Wealth Services's MUNI Position: Q2 2026 in Review

McCarter Private Wealth Services opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026: 65,507 shares worth $3.45M. The stake represents 1.19% of the portfolio and ranks #30 among its holdings.

448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • McCarter Private Wealth Services held 65,507 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.45M as of Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new McCarter Private Wealth Services position in Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.19% of McCarter Private Wealth Services's portfolio in Q2 2026, its #30 holding.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.