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

Objective Capital 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 Q3	$584K	Sell	11,747 -6,926	-37%	-$356K	0.52%	47
2026 Q2	$982K	Buy	18,673 +2,025	+12%	+$106K	0.87%	30
2026 Q1	$869K	Buy	16,648 +1,458	+10%	+$76.9K	0.88%	34
2025 Q4	$796K	Buy	15,190 +92	+0.6%	+$4.83K	0.81%	35
2025 Q3	$789K	Buy	15,098 +3,195	+27%	+$165K	0.82%	32
2025 Q2	$611K	Buy	11,903 +380	+3%	+$19.4K	0.69%	39
2025 Q1	$594K	Buy	11,523 +1,462	+15%	+$75.8K	0.76%	40
2024 Q4	$520K	Sell	10,061 -3,825	-28%	-$200K	0.35%	61
2024 Q3	$736K	Buy	+13,886	New	+$729K	0.43%	53
2024 Q1	$457K	Buy	8,707 +2,307	+36%	+$121K	0.31%	70
2023 Q4	$338K	Buy	+6,400	New	+$326K	0.26%	84

Other funds holding MUNI

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

SRB

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Objective Capital Management's MUNI Position: Q3 2026 in Review

Objective Capital Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 37% in Q3 2026, selling an estimated $356K and leaving 11,747 shares worth $584K. The position accounts for 0.52% of the portfolio, ranked #47.

Objective Capital Management first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $982K in Q2 2026. 96 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Objective Capital Management held 11,747 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $584K as of Q3 2026.
Objective Capital Management sold 6,926 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $356K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.52% of Objective Capital Management's portfolio in Q3 2026, its #47 holding.
Objective Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Objective Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $982K in Q2 2026.
96 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.