Summit Financial Consulting’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Summit Financial Consulting’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	$956K	Buy	18,313 +2,141	+13%	+$113K	0.68%	19
2025 Q4	$848K	Buy	16,172 +1,642	+11%	+$86.2K	0.62%	21
2025 Q3	$760K	Buy	14,530 +1,224	+9%	+$63K	0.61%	22
2025 Q2	$683K	Buy	13,306 +1,320	+11%	+$67.4K	0.61%	19
2025 Q1	$618K	Buy	+11,986	New	+$622K	0.57%	21

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

Summit Financial Consulting's MUNI Position: Q1 2026 in Review

Summit Financial Consulting increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 13% in Q1 2026, buying an estimated $113K and bringing the position to 18,313 shares worth $956K. The position accounts for 0.68% of the portfolio, ranked #19.

Summit Financial Consulting first reported a position in MUNI in Q1 2025 and has held it in 5 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Summit Financial Consulting held 18,313 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $956K as of Q1 2026.
Summit Financial Consulting bought 2,141 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $113K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.68% of Summit Financial Consulting's portfolio in Q1 2026, its #19 holding.
Summit Financial Consulting first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.