SSC
MUNI icon

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

Syverson Strege & 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
Q1 		$785K Buy
15,051
+134
+0.9% +$7.07K 0.19% 54
2025
Q4 		$782K Buy
14,917
+1
+0% +$52 0.19% 54
2025
Q3 		$780K Sell
14,916
-1,784
-11% -$91.9K 0.19% 56
2025
Q2 		$858K Buy
16,700
+511
+3% +$26.1K 0.2% 51
2025
Q1 		$835K Buy
16,189
+133
+0.8% +$6.9K 0.27% 33
2024
Q4 		$831K Buy
16,056
+77
+0.5% +$4.02K 0.28% 31
2024
Q3 		$847K Sell
15,979
-975
-6% -$51.2K 0.28% 31
2024
Q2 		$883K Buy
16,954
+3,213
+23% +$167K 0.3% 32
2024
Q1 		$721K Sell
13,741
-455
-3% -$23.9K 0.26% 30
2023
Q4 		$750K Buy
14,196
+4,983
+54% +$254K 0.29% 31
2023
Q3 		$461K Buy
9,213
+469
+5% +$24K 0.21% 38
2023
Q2 		$453K Buy
8,744
+116
+1% +$6.02K 0.19% 40
2023
Q1 		$451K Sell
8,628
-5,037
-37% -$262K 0.19% 38
2022
Q4 		$702K Buy
13,665
+5,897
+76% +$299K 0.32% 28
2022
Q3 		$389K Sell
7,768
-372,798
-98% -$19.3M 0.2% 44
2022
Q2 		$19.6M Buy
380,566
+373,228
+5,086% +$19.3M 7.2% 4
2022
Q1 		$389K Buy
7,338
+1,168
+19% +$63.9K 0.42% 42
2021
Q4 		$347K Buy
6,170
+1,108
+22% +$62.3K 0.26% 48
2021
Q3 		$285K Sell
5,062
-523
-9% -$29.7K 0.23% 50
2021
Q2 		$317K Buy
5,585
+5,311
+1,938% +$301K 0.28% 47
2021
Q1 		$15K Buy
+274
New +$15.5K 0.02% 174

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.57B AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Syverson Strege & Co's MUNI Position: Q1 2026 in Review

Syverson Strege & Co increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.9% in Q1 2026, buying an estimated $7.07K and bringing the position to 15,051 shares worth $785K. The position accounts for 0.19% of the portfolio, ranked #54.

Syverson Strege & Co first reported a position in MUNI in Q1 2021 and has held it in 21 quarters since. The position peaked at $19.6M in Q2 2022. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Syverson Strege & Co held 15,051 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $785K as of Q1 2026.
  • Syverson Strege & Co bought 134 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $7.07K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.19% of Syverson Strege & Co's portfolio in Q1 2026, its #54 holding.
  • Syverson Strege & Co first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2021 and has held it in 21 quarters since.
  • Syverson Strege & Co's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $19.6M in Q2 2022.
  • 434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.