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 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

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

Objective Capital Management's MUNI Position: Q1 2026 in Review

Objective Capital Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 9.6% in Q1 2026, buying an estimated $76.9K and bringing the position to 16,648 shares worth $869K. The position accounts for 0.88% of the portfolio, ranked #34.

Objective Capital Management first reported a position in MUNI in Q4 2023 and has held it in 9 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Objective Capital Management held 16,648 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $869K as of Q1 2026.
Objective Capital Management bought 1,458 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $76.9K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.88% of Objective Capital Management's portfolio in Q1 2026, its #34 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 9 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.