NewSquare Capital’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

NewSquare Capital’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	$314K	Buy	6,015 +241	+4%	+$12.7K	0.03%	182
2025 Q4	$303K	Sell	5,774 -728	-11%	-$38.2K	0.03%	170
2025 Q3	$340K	Buy	6,502 +424	+7%	+$21.8K	0.02%	170
2025 Q2	$312K	Buy	6,078 +166	+3%	+$8.47K	0.02%	164
2025 Q1	$305K	Buy	+5,912	New	+$307K	0.02%	162
2016 Q2	–	Sell	-4,151	Closed	-$225K	–	387
2016 Q1	$225K	Buy	4,151 +256	+7%	+$13.9K	0.06%	119
2015 Q4	$210K	Buy	3,895 +200	+5%	+$10.7K	0.06%	110
2015 Q3	$197K	Buy	+3,695	New	+$196K	0.06%	107

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

NewSquare Capital's MUNI Position: Q1 2026 in Review

NewSquare Capital increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.2% in Q1 2026, buying an estimated $12.7K and bringing the position to 6,015 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #182.

NewSquare Capital first reported a position in MUNI in Q3 2015 and has held it in 8 quarters since. The position peaked at $340K in Q3 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

NewSquare Capital held 6,015 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $314K as of Q1 2026.
NewSquare Capital bought 241 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $12.7K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of NewSquare Capital's portfolio in Q1 2026, its #182 holding.
NewSquare Capital first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2015 and has held it in 8 quarters since.
NewSquare Capital's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $340K in Q3 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.