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Sittner & Nelson’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Sittner & Nelson’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 		$210K Buy
4,000
+2,000
+100% +$105K 0.07% 172
2026
Q1 		$104K Hold
2,000
– – 0.04% 222
2025
Q4 		$106K Buy
+2,000
New +$105K 0.04% 207

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sittner & Nelson's MUNI Position: Q2 2026 in Review

Sittner & Nelson increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 100% in Q2 2026, buying an estimated $105K and bringing the position to 4,000 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #172.

Sittner & Nelson first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Sittner & Nelson held 4,000 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $210K as of Q2 2026.
  • Sittner & Nelson bought 2,000 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $105K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.07% of Sittner & Nelson's portfolio in Q2 2026, its #172 holding.
  • Sittner & Nelson first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.