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 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

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

Shotwell Rutter Baer's MUNI Position: Q2 2026 in Review

Shotwell Rutter Baer reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.9% in Q2 2026, selling an estimated $209K and leaving 134,830 shares worth $7.09M. The position accounts for 3.89% of the portfolio, ranked #11.

Shotwell Rutter Baer first reported a position in MUNI in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.75M in Q3 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Shotwell Rutter Baer held 134,830 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.09M as of Q2 2026.
Shotwell Rutter Baer sold 3,986 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $209K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 3.89% of Shotwell Rutter Baer's portfolio in Q2 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 10 quarters since.
Shotwell Rutter Baer's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $8.75M in Q3 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.