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 Q2	$9.99M	Buy	189,849 +9,207	+5%	+$482K	2.26%	12
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 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morton Brown Family Wealth's MUNI Position: Q2 2026 in Review

Morton Brown Family Wealth increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.1% in Q2 2026, buying an estimated $482K and bringing the position to 189,849 shares worth $9.99M. The position accounts for 2.26% of the portfolio, ranked #12.

Morton Brown Family Wealth first reported a position in MUNI in Q2 2024 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Morton Brown Family Wealth held 189,849 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $9.99M as of Q2 2026.
Morton Brown Family Wealth bought 9,207 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $482K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.26% of Morton Brown Family Wealth's portfolio in Q2 2026, its #12 holding.
Morton Brown Family Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.