Sanders Morris Harris’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Sanders Morris Harris’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
2025 Q2	–	Sell	-5,913	Closed	-$305K	–	251
2025 Q1	$305K	Hold	5,913	–	–	0.05%	203
2024 Q4	$306K	Hold	5,913	–	–	0.05%	218
2024 Q3	$313K	Hold	5,913	–	–	0.05%	208
2024 Q2	$308K	Hold	5,913	–	–	0.05%	210
2024 Q1	$310K	Hold	5,913	–	–	0.06%	210
2023 Q4	$312K	Buy	+5,913	New	+$301K	0.15%	142

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanders Morris Harris's MUNI Position: Q2 2025 in Review

Sanders Morris Harris sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2025, closing a stake of 5,913 shares — an estimated $305K sold.

Sanders Morris Harris first reported a position in MUNI in Q4 2023 and held it in 6 quarters. The position peaked at $313K in Q3 2024. 359 funds tracked by Wall St. Rank hold MUNI as of Q2 2025.

Sanders Morris Harris reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Sanders Morris Harris sold 5,913 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $305K.
Sanders Morris Harris first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 6 quarters.
Sanders Morris Harris's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $313K in Q3 2024.
359 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Sanders Morris Harris's 13F filing for Q2 2025, filed 30 Jul 2025.