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

Perigon 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
Q1 		$638K Sell
12,231
-1,193
-9% -$62.9K 0.01% 683
2025
Q4 		$704K Sell
13,424
-3,342
-20% -$175K 0.01% 658
2025
Q3 		$877K Sell
16,766
-2,228
-12% -$115K 0.02% 556
2025
Q2 		$976K Buy
+18,994
New +$969K 0.02% 474

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Perigon Wealth Management's MUNI Position: Q1 2026 in Review

Perigon Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8.9% in Q1 2026, selling an estimated $62.9K and leaving 12,231 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #683.

Perigon Wealth Management first reported a position in MUNI in Q2 2025 and has held it in 4 quarters since. The position peaked at $976K in Q2 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Perigon Wealth Management held 12,231 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $638K as of Q1 2026.
  • Perigon Wealth Management sold 1,193 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $62.9K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #683 holding.
  • Perigon Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $976K in Q2 2025.
  • 434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.