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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
Shares
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
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
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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