Rothschild Investment LLC’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Rothschild Investment LLC’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	$19.6K	Hold	375	–	–	﹤0.01%	1421
2025 Q4	$19.7K	Hold	375	–	–	﹤0.01%	1325
2025 Q3	$19.6K	Hold	375	–	–	﹤0.01%	1234
2025 Q2	$19.3K	Hold	375	–	–	﹤0.01%	1025
2025 Q1	$19.3K	Hold	375	–	–	﹤0.01%	1012
2024 Q4	$19.4K	Hold	375	–	–	﹤0.01%	1012
2024 Q3	$19.9K	Hold	375	–	–	﹤0.01%	1000
2024 Q2	$19.5K	Hold	375	–	–	﹤0.01%	978
2024 Q1	$19.7K	Hold	375	–	–	﹤0.01%	926
2023 Q4	$19.8K	Buy	+375	New	+$19.1K	﹤0.01%	867

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

Rothschild Investment LLC's MUNI Position: Q1 2026 in Review

Rothschild Investment LLC held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q1 2026 at 375 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Rothschild Investment LLC first reported a position in MUNI in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.9K in Q3 2024. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Rothschild Investment LLC held 375 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $19.6K as of Q1 2026.
Rothschild Investment LLC left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1421 holding.
Rothschild Investment LLC first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $19.9K in Q3 2024.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.