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Rockland Trust’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Rockland Trust’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 		$394K Hold
7,484
– – 0.02% 249
2026
Q1 		$391K Sell
7,484
-334
-4% -$17.6K 0.02% 250
2025
Q4 		$410K Sell
7,818
-3,788
-33% -$199K 0.02% 238
2025
Q3 		$607K Sell
11,606
-340
-3% -$17.5K 0.02% 205
2025
Q2 		$614K Sell
11,946
-1,669
-12% -$85.2K 0.03% 165
2025
Q1 		$702K Sell
13,615
-3,720
-21% -$193K 0.04% 159
2024
Q4 		$897K Sell
17,335
-9,048
-34% -$473K 0.05% 145
2024
Q3 		$1.4M Sell
26,383
-530
-2% -$27.8K 0.07% 109
2024
Q2 		$1.4M Buy
26,913
+222
+0.8% +$11.5K 0.07% 108
2024
Q1 		$1.4M Sell
26,691
-1,697
-6% -$89.1K 0.07% 116
2023
Q4 		$1.5M Sell
28,388
-14,781
-34% -$752K 0.08% 116
2023
Q3 		$2.16M Sell
43,169
-4,192
-9% -$215K 0.13% 88
2023
Q2 		$2.46M Buy
47,361
+1,299
+3% +$67.4K 0.15% 89
2023
Q1 		$2.41M Sell
46,062
-7,855
-15% -$408K 0.15% 90
2022
Q4 		$2.77M Buy
53,917
+11,309
+27% +$574K 0.18% 89
2022
Q3 		$2.14M Buy
42,608
+16,512
+63% +$854K 0.15% 94
2022
Q2 		$1.34M Buy
+26,096
New +$1.35M 0.09% 114

Other funds holding MUNI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Rockland Trust's MUNI Position: Q2 2026 in Review

Rockland Trust held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 7,484 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #249.

Rockland Trust first reported a position in MUNI in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.77M in Q4 2022. 226 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Rockland Trust held 7,484 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $394K as of Q2 2026.
  • Rockland Trust left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #249 holding.
  • Rockland Trust first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
  • Rockland Trust's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.77M in Q4 2022.
  • 226 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.