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 Q3	$6.86M	Buy	137,992 +3,162	+2%	+$163K	3.81%	11
2026 Q2	$7.09M	Sell	134,830 -3,986	-3%	-$209K	3.89%	11
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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Shotwell Rutter Baer's MUNI Position: Q3 2026 in Review

Shotwell Rutter Baer increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.3% in Q3 2026, buying an estimated $163K and bringing the position to 137,992 shares worth $6.86M. The position accounts for 3.81% of the portfolio, ranked #11.

Shotwell Rutter Baer first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.75M in Q3 2025. 99 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Shotwell Rutter Baer held 137,992 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $6.86M as of Q3 2026.
Shotwell Rutter Baer bought 3,162 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $163K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 3.81% of Shotwell Rutter Baer's portfolio in Q3 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 11 quarters since.
Shotwell Rutter Baer's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $8.75M in Q3 2025.
99 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.