Shotwell Rutter Baer’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Shotwell Rutter Baer’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	$7.24M	Sell	138,816 -23,884	-15%	-$1.26M	4.26%	11
2025 Q4	$8.57M	Sell	162,700 -4,607	-3%	-$242K	5.15%	10
2025 Q3	$8.75M	Buy	167,307 +7,431	+5%	+$383K	5.65%	8
2025 Q2	$8.2M	Buy	159,876 +55,233	+53%	+$2.82M	5.57%	9
2025 Q1	$5.43M	Buy	104,643 +759	+0.7%	+$39.4K	4.79%	9
2024 Q4	$5.34M	Buy	103,884 +4,324	+4%	+$226K	4.5%	9
2024 Q3	$5.24M	Buy	99,560 +4,870	+5%	+$256K	4.31%	9
2024 Q2	$4.93M	Buy	+94,690	New	+$4.92M	4.37%	9
2024 Q1	–	Sell	-50,596	Closed	-$2.67M	–	22
2023 Q4	$2.67M	Buy	+50,596	New	+$2.58M	2.55%	13

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

Shotwell Rutter Baer's MUNI Position: Q1 2026 in Review

Shotwell Rutter Baer reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 15% in Q1 2026, selling an estimated $1.26M and leaving 138,816 shares worth $7.24M. The position accounts for 4.26% of the portfolio, ranked #11.

Shotwell Rutter Baer first reported a position in MUNI in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.75M in Q3 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Shotwell Rutter Baer held 138,816 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.24M as of Q1 2026.
Shotwell Rutter Baer sold 23,884 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.26M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 4.26% of Shotwell Rutter Baer's portfolio in Q1 2026, its #11 holding.
Shotwell Rutter Baer first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 9 quarters since.
Shotwell Rutter Baer's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $8.75M in Q3 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.