Romano Brothers & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Romano Brothers & Co’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	$226K	Hold	4,300	–	–	0.02%	317
2026 Q1	$224K	Hold	4,300	–	–	0.03%	309
2025 Q4	$225K	Hold	4,300	–	–	0.03%	304
2025 Q3	$225K	Hold	4,300	–	–	0.03%	308
2025 Q2	$221K	Buy	+4,300	New	+$219K	0.03%	295
2023 Q1	–	Sell	-2,000	Closed	-$103K	–	712
2022 Q4	$103K	Buy	+2,000	New	+$102K	0.02%	370

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Romano Brothers & Co's MUNI Position: Q2 2026 in Review

Romano Brothers & Co held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 4,300 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #317.

Romano Brothers & Co first reported a position in MUNI in Q4 2022 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Romano Brothers & Co held 4,300 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $226K as of Q2 2026.
Romano Brothers & Co 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 Romano Brothers & Co's portfolio in Q2 2026, its #317 holding.
Romano Brothers & Co first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 6 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.