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Newman Dignan & Sheerar Inc’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Newman Dignan & Sheerar Inc’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 		$7.33M Buy
139,301
+12,445
+10% +$652K 1.4% 18
2026
Q1 		$6.62M Buy
126,856
+8,282
+7% +$437K 1.39% 17
2025
Q4 		$6.21M Buy
118,574
+10,399
+10% +$546K 1.3% 19
2025
Q3 		$5.66M Buy
108,175
+40,890
+61% +$2.11M 1.22% 21
2025
Q2 		$3.46M Buy
+67,285
New +$3.43M 0.79% 32
2024
Q4 		– Sell
-12,202
Closed -$635K – 190
2024
Q3 		$635K Buy
+12,202
New +$641K 0.15% 103
2024
Q2 		– Sell
-11,060
Closed -$580K – 172
2024
Q1 		$580K Buy
11,060
+73
+0.7% +$3.83K 0.16% 108
2023
Q4 		$580K Buy
10,987
+576
+6% +$29.3K 0.18% 106
2023
Q3 		$521K Buy
+10,411
New +$534K 0.17% 107
2023
Q2 		– Sell
-10,276
Closed -$537K – 192
2023
Q1 		$537K Buy
+10,276
New +$534K 0.17% 108
2022
Q4 		– Sell
-10,157
Closed -$509 – 196
2022
Q3 		$509 Buy
10,157
+44
+0.4% +$2.28K 0.08% 107
2022
Q2 		$521K Sell
10,113
-5,710
-36% -$295K 0.18% 110
2022
Q1 		$839 Buy
15,823
+56
+0.4% +$3.06K 0.16% 86
2021
Q4 		$886K Buy
15,767
+56
+0.4% +$3.15K 0.27% 90
2021
Q3 		$886K Buy
+15,711
New +$893K 0.26% 80
2020
Q4 		– Sell
-15,926
Closed -$895K – 170
2020
Q3 		$895K Sell
15,926
-1,294
-8% -$72.8K 0.37% 68
2020
Q2 		$973K Buy
17,220
+70
+0.4% +$3.84K 0.42% 62
2020
Q1 		$9.42M Buy
17,150
+100
+0.6% +$5.52K 4.93% 4
2019
Q4 		$941 Buy
17,050
+77
+0.5% +$4.25K 0.1% 68
2019
Q3 		$939K Buy
16,973
+79
+0.5% +$4.37K 0.44% 60
2019
Q2 		$927 Sell
16,894
-846
-5% -$46K 0.02% 62
2019
Q1 		$957K Buy
17,740
+89
+0.5% +$4.75K 0.38% 58
2018
Q4 		$932 Buy
17,651
+63
+0.4% +$3.29K 0.08% 61
2018
Q3 		$919K Buy
17,588
+111
+0.6% +$5.86K 0.4% 64
2018
Q2 		$924 Buy
17,477
+56
+0.3% +$2.95K 0.06% 59
2018
Q1 		$917K Sell
17,421
-885
-5% -$46.9K 0.46% 58
2017
Q4 		$982K Sell
18,306
-418
-2% -$22.4K 0.49% 58
2017
Q3 		$1.01M Sell
18,724
-386
-2% -$20.8K 0.54% 56
2017
Q2 		$1.02M Buy
19,110
+84
+0.4% +$4.48K 0.57% 52
2017
Q1 		$1.01K Buy
19,026
+84
+0.4% +$4.42K 0.45% 54
2016
Q4 		$993K Sell
18,942
-9,266
-33% -$494K 0.61% 50
2016
Q3 		$1.55M Buy
28,208
+14,352
+104% +$789K 0.97% 28
2016
Q2 		$763K Buy
+13,856
New +$757K 0.48% 61

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
AFA
Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Newman Dignan & Sheerar Inc's MUNI Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 9.8% in Q2 2026, buying an estimated $652K and bringing the position to 139,301 shares worth $7.33M. The position accounts for 1.4% of the portfolio, ranked #18.

Newman Dignan & Sheerar Inc first reported a position in MUNI in Q2 2016 and has held it in 33 quarters since. The position peaked at $9.42M in Q1 2020. 81 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 139,301 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.33M as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 12,445 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $652K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.4% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #18 holding.
  • Newman Dignan & Sheerar Inc first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2016 and has held it in 33 quarters since.
  • Newman Dignan & Sheerar Inc's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $9.42M in Q1 2020.
  • 81 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.