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Montag & Associates’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Montag & Associates’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 		$656K Buy
12,567
+542
+5% +$28.6K 0.03% 281
2025
Q4 		$632K Buy
+12,025
New +$631K 0.03% 282

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montag & Associates's MUNI Position: Q1 2026 in Review

Montag & Associates increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.5% in Q1 2026, buying an estimated $28.6K and bringing the position to 12,567 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #281.

Montag & Associates first reported a position in MUNI in Q4 2025 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Montag & Associates held 12,567 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $656K as of Q1 2026.
  • Montag & Associates bought 542 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $28.6K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Montag & Associates's portfolio in Q1 2026, its #281 holding.
  • Montag & Associates first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.