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Morton Brown Family Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Morton Brown Family Wealth’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 		$9.43M Buy
180,642
+10,466
+6% +$552K 2.49% 12
2025
Q4 		$8.92M Sell
170,176
-7,547
-4% -$396K 2.43% 12
2025
Q3 		$9.29M Sell
177,723
-15,007
-8% -$773K 2.67% 12
2025
Q2 		$9.9M Buy
192,730
+23,625
+14% +$1.21M 3.01% 11
2025
Q1 		$8.72M Buy
169,105
+27,671
+20% +$1.44M 2.96% 11
2024
Q4 		$7.32M Buy
141,434
+24,587
+21% +$1.28M 2.55% 11
2024
Q3 		$6.19M Buy
116,847
+87,979
+305% +$4.62M 2.2% 13
2024
Q2 		$1.51M Buy
+28,868
New +$1.5M 0.6% 22

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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