Shufro Rose & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Shufro Rose & Co’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	$381K	Buy	+7,234	New	+$379K	0.02%	219

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

Shufro Rose & Co's MUNI Position: Q2 2026 in Review

Shufro Rose & Co opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026: 7,234 shares worth $381K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings.

448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Shufro Rose & Co held 7,234 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $381K as of Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Shufro Rose & Co position in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #219 holding.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.