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

Midwest Financial Group’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	$939K	Buy	17,993 +26	+0.1%	+$1.37K	0.4%	54
2025 Q4	$942K	Sell	17,967 -1,290	-7%	-$67.7K	0.42%	55
2025 Q3	$1.01M	Sell	19,257 -364	-2%	-$18.8K	0.48%	48
2025 Q2	$1.01M	Buy	19,621 +3,386	+21%	+$173K	0.53%	47
2025 Q1	$837K	Sell	16,235 -1,530	-9%	-$79.4K	0.49%	48
2024 Q4	$919K	Hold	17,765	–	–	0.53%	45
2024 Q3	$941K	Sell	17,765 -26	-0.1%	-$1.37K	0.55%	42
2024 Q2	$926K	Buy	17,791 +665	+4%	+$34.6K	0.59%	43
2024 Q1	$899K	Sell	17,126 -250	-1%	-$13.1K	0.6%	46
2023 Q4	$917K	Buy	17,376 +370	+2%	+$18.8K	0.68%	41
2023 Q3	$851K	Buy	17,006 +630	+4%	+$32.3K	0.72%	41
2023 Q2	$849K	Buy	16,376 +746	+5%	+$38.7K	0.72%	41
2023 Q1	$817K	Buy	+15,630	New	+$812K	0.75%	39

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Midwest Financial Group's MUNI Position: Q1 2026 in Review

Midwest Financial Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.14% in Q1 2026, buying an estimated $1.37K and bringing the position to 17,993 shares worth $939K. The position accounts for 0.4% of the portfolio, ranked #54.

Midwest Financial Group first reported a position in MUNI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Midwest Financial Group held 17,993 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $939K as of Q1 2026.
Midwest Financial Group bought 26 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.37K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.4% of Midwest Financial Group's portfolio in Q1 2026, its #54 holding.
Midwest Financial Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.01M in Q2 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.