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

Rockefeller 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	$945K	Buy	18,111 +3,810	+27%	+$201K	﹤0.01%	1636
2025 Q4	$750K	Buy	14,301 +596	+4%	+$31.3K	﹤0.01%	1693
2025 Q3	$717K	Buy	+13,705	New	+$706K	﹤0.01%	1595
2025 Q1	–	Sell	-44,588	Closed	-$2.31M	–	1712
2024 Q4	$2.31M	Sell	44,588 -9,401	-17%	-$491K	0.01%	965
2024 Q3	$2.86M	Sell	53,989 -4,442	-8%	-$233K	0.01%	874
2024 Q2	$3.04M	Buy	58,431 +1,638	+3%	+$85.1K	0.01%	842
2024 Q1	$2.98M	Sell	56,793 -6,570	-10%	-$345K	0.01%	859
2023 Q4	$3.35M	Sell	63,363 -1,693	-3%	-$86.2K	0.01%	749
2023 Q3	$3.26M	Buy	65,056 +6,309	+11%	+$323K	0.01%	692
2023 Q2	$3.05M	Sell	58,747 -232	-0.4%	-$12K	0.01%	719
2023 Q1	$3.08M	Buy	58,979 +5,220	+10%	+$271K	0.01%	684
2022 Q4	$2.76M	Sell	53,759 -47,379	-47%	-$2.4M	0.01%	658
2022 Q3	$5.07M	Buy	101,138 +3,940	+4%	+$204K	0.03%	527
2022 Q2	$5M	Sell	97,198 -32,554	-25%	-$1.68M	0.03%	528
2022 Q1	$6.88M	Buy	129,752 +11,927	+10%	+$652K	0.03%	468
2021 Q4	$6.62M	Buy	117,825 +10,446	+10%	+$587K	0.03%	466
2021 Q3	$6.05M	Buy	107,379 +7,176	+7%	+$408K	0.03%	430
2021 Q2	$5.69M	Sell	100,203 -2,019	-2%	-$114K	0.03%	419
2021 Q1	$5.74M	Sell	102,222 -2,957	-3%	-$167K	0.04%	338
2020 Q4	$5.97M	Buy	105,179 +1,312	+1%	+$73.9K	0.05%	293
2020 Q3	$5.84M	Buy	103,867 +4,166	+4%	+$234K	0.05%	252
2020 Q2	$5.55M	Buy	99,701 +47,350	+90%	+$2.6M	0.06%	234
2020 Q1	$2.86M	Buy	+52,351	New	+$2.89M	0.04%	284

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

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

Rockefeller Capital Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 27% in Q1 2026, buying an estimated $201K and bringing the position to 18,111 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Rockefeller Capital Management first reported a position in MUNI in Q1 2020 and has held it in 23 quarters since. The position peaked at $6.88M in Q1 2022. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Rockefeller Capital Management held 18,111 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $945K as of Q1 2026.
Rockefeller Capital Management bought 3,810 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $201K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1636 holding.
Rockefeller Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and has held it in 23 quarters since.
Rockefeller Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $6.88M in Q1 2022.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.