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MUNI icon

Sunbelt Securities’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Sunbelt Securities’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 		$197K Sell
3,778
-35
-0.9% -$1.85K 0.01% 644
2025
Q4 		$200K Sell
3,813
-70
-2% -$3.67K 0.01% 640
2025
Q3 		$203K Sell
3,883
-2,675
-41% -$138K 0.01% 632
2025
Q2 		$339K Buy
6,558
+1,121
+21% +$57.2K 0.03% 448
2025
Q1 		$280K Sell
5,437
-1,121
-17% -$58.1K 0.03% 470
2024
Q4 		$340K Sell
6,558
-303
-4% -$15.8K 0.03% 449
2024
Q3 		$364K Buy
6,861
+884
+15% +$46.4K 0.04% 432
2024
Q2 		$311K Buy
5,977
+1,426
+31% +$74.1K 0.03% 451
2024
Q1 		$239K Sell
4,551
-91
-2% -$4.78K 0.03% 492
2023
Q4 		$245K Sell
4,642
-70
-1% -$3.56K 0.03% 448
2023
Q3 		$236K Buy
4,712
+43
+0.9% +$2.2K 0.03% 446
2023
Q2 		$242K Sell
4,669
-236
-5% -$12.3K 0.03% 426
2023
Q1 		$256K Sell
4,905
-3,214
-40% -$167K 0.04% 390
2022
Q4 		$417K Sell
8,119
-219
-3% -$11.1K 0.08% 281
2022
Q3 		$418K Buy
8,338
+1,670
+25% +$86.4K 0.09% 269
2022
Q2 		$343K Buy
+6,668
New +$345K 0.07% 308

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sunbelt Securities's MUNI Position: Q1 2026 in Review

Sunbelt Securities reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.92% in Q1 2026, selling an estimated $1.85K and leaving 3,778 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #644.

Sunbelt Securities first reported a position in MUNI in Q2 2022 and has held it in 16 quarters since. The position peaked at $418K in Q3 2022. 436 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Sunbelt Securities held 3,778 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $197K as of Q1 2026.
  • Sunbelt Securities sold 35 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.85K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #644 holding.
  • Sunbelt Securities first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 16 quarters since.
  • Sunbelt Securities's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $418K in Q3 2022.
  • 436 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.