Northwestern Mutual Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Northwestern Mutual Wealth Management’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	$18.6M	Buy	354,230 +137,275	+63%	+$7.19M	0.01%	488
2026 Q1	$11.3M	Buy	216,955 +79,484	+58%	+$4.19M	0.01%	579
2025 Q4	$7.2M	Buy	137,471 +26,267	+24%	+$1.38M	﹤0.01%	654
2025 Q3	$5.81M	Buy	111,204 +76,124	+217%	+$3.92M	﹤0.01%	689
2025 Q2	$1.8M	Buy	35,080 +34,962	+29,629%	+$1.78M	﹤0.01%	971
2025 Q1	$6.08K	Sell	118 -26	-18%	-$1.35K	﹤0.01%	2902
2024 Q4	$7.45K	Sell	144 -1,677	-92%	-$87.6K	﹤0.01%	2839
2024 Q3	$96.5K	Buy	+1,821	New	+$95.7K	﹤0.01%	1906
2024 Q2	–	Sell	-476	Closed	-$25K	–	3701
2024 Q1	$25K	Sell	476 -2,649	-85%	-$139K	﹤0.01%	2335
2023 Q4	$165K	Buy	+3,125	New	+$159K	﹤0.01%	1581
2023 Q1	–	Sell	-347	Closed	-$17.8K	–	3512
2022 Q4	$17.8K	Sell	347 -2,051	-86%	-$104K	﹤0.01%	2286
2022 Q3	$120K	Buy	+2,398	New	+$124K	﹤0.01%	1583
2022 Q1	–	Sell	-2,553	Closed	-$144K	–	3295
2021 Q4	$144K	Buy	+2,553	New	+$144K	﹤0.01%	1569
2020 Q1	–	Sell	-5,000	Closed	-$276K	–	2682
2019 Q4	$276K	Buy	5,000 +4,725	+1,718%	+$261K	﹤0.01%	836
2019 Q3	$15K	Hold	275	–	–	﹤0.01%	1805
2019 Q2	$15K	Sell	275 -956	-78%	-$51.9K	﹤0.01%	1820
2019 Q1	$67K	Buy	1,231 +956	+348%	+$51K	﹤0.01%	1233
2018 Q4	$15K	Buy	+275	New	+$14.4K	﹤0.01%	1702

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

Northwestern Mutual Wealth Management's MUNI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 63% in Q2 2026, buying an estimated $7.19M and bringing the position to 354,230 shares worth $18.6M. The position accounts for 0.01% of the portfolio, ranked #488.

Northwestern Mutual Wealth Management first reported a position in MUNI in Q4 2018 and has held it in 18 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Northwestern Mutual Wealth Management held 354,230 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $18.6M as of Q2 2026.
Northwestern Mutual Wealth Management bought 137,275 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $7.19M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #488 holding.
Northwestern Mutual Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2018 and has held it in 18 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.