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Tortoise Investment Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Tortoise Investment Management’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 		$773K Sell
14,690
-1,200
-8% -$62.8K 0.06% 139
2026
Q1 		$829K Buy
15,890
+4,500
+40% +$237K 0.07% 135
2025
Q4 		$597K Hold
11,390
– – 0.05% 144
2025
Q3 		$595K Buy
11,390
+3,690
+48% +$190K 0.05% 141
2025
Q2 		$395K Buy
+7,700
New +$393K 0.04% 161
2024
Q2 		– Sell
-200
Closed -$10.5K – 899
2024
Q1 		$10.5K Hold
200
– – ﹤0.01% 619
2023
Q4 		$10.6K Sell
200
-1,018
-84% -$51.8K ﹤0.01% 565
2023
Q3 		$61K Sell
1,218
-1,005
-45% -$51.5K 0.01% 320
2023
Q2 		$115K Buy
2,223
+747
+51% +$38.8K 0.02% 263
2023
Q1 		$77.1K Sell
1,476
-90
-6% -$4.67K 0.01% 293
2022
Q4 		$80.5K Sell
1,566
-95
-6% -$4.82K 0.01% 279
2022
Q3 		$83K Sell
1,661
-380
-19% -$19.7K 0.02% 264
2022
Q2 		$105K Sell
2,041
-8,759
-81% -$453K 0.02% 220
2022
Q1 		$572K Sell
10,800
-4,424
-29% -$242K 0.11% 113
2021
Q4 		$856K Buy
15,224
+8,980
+144% +$505K 0.16% 88
2021
Q3 		$352K Hold
6,244
– – 0.07% 124
2021
Q2 		$354K Buy
6,244
+90
+1% +$5.1K 0.07% 127
2021
Q1 		$346K Buy
6,154
+714
+13% +$40.4K 0.08% 122
2020
Q4 		$309K Hold
5,440
– – 0.07% 117
2020
Q3 		$306K Buy
5,440
+530
+11% +$29.8K 0.07% 113
2020
Q2 		$273K Buy
+4,910
New +$269K 0.07% 112
2020
Q1 		– Sell
-2,900
Closed -$160K – 591
2019
Q4 		$160K Buy
+2,900
New +$160K 0.04% 156
2019
Q3 		– Sell
-2,900
Closed -$159K – 626
2019
Q2 		$159K Hold
2,900
– – 0.04% 150
2019
Q1 		$157K Sell
2,900
-1,915
-40% -$102K 0.04% 150
2018
Q4 		$254K Sell
4,815
-3,750
-44% -$196K 0.07% 126
2018
Q3 		$450K Hold
8,565
– – 0.12% 98
2018
Q2 		$453K Sell
8,565
-750
-8% -$39.5K 0.12% 96
2018
Q1 		$492K Sell
9,315
-2,000
-18% -$106K 0.14% 88
2017
Q4 		$607K Hold
11,315
– – 0.17% 78
2017
Q3 		$609K Sell
11,315
-560
-5% -$30.1K 0.19% 73
2017
Q2 		$635K Hold
11,875
– – 0.21% 66
2017
Q1 		$628K Sell
11,875
-1,800
-13% -$94.8K 0.21% 67
2016
Q4 		$717K Buy
13,675
+5,550
+68% +$296K 0.25% 62
2016
Q3 		$446K Buy
8,125
+1,815
+29% +$99.8K 0.15% 74
2016
Q2 		$348K Hold
6,310
– – 0.12% 83
2016
Q1 		$342K Hold
6,310
– – 0.12% 88
2015
Q4 		$341K Hold
6,310
– – 0.12% 89
2015
Q3 		$336K Sell
6,310
-773
-11% -$41K 0.13% 87
2015
Q2 		$374K Sell
7,083
-4,137
-37% -$220K 0.14% 85
2015
Q1 		$604K Buy
11,220
+1,100
+11% +$59.3K 0.23% 63
2014
Q4 		$543K Buy
10,120
+7,120
+237% +$382K 0.22% 66
2014
Q3 		$160K Buy
+3,000
New +$160K 0.07% 112

Other funds holding MUNI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
PW Advisors Tallahassee, Florida $150M AUM
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Tortoise Investment Management's MUNI Position: Q2 2026 in Review

Tortoise Investment Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7.6% in Q2 2026, selling an estimated $62.8K and leaving 14,690 shares worth $773K. The position accounts for 0.06% of the portfolio, ranked #139.

Tortoise Investment Management first reported a position in MUNI in Q3 2014 and has held it in 42 quarters since. The position peaked at $856K in Q4 2021. 296 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Tortoise Investment Management held 14,690 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $773K as of Q2 2026.
  • Tortoise Investment Management sold 1,200 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $62.8K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.06% of Tortoise Investment Management's portfolio in Q2 2026, its #139 holding.
  • Tortoise Investment Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2014 and has held it in 42 quarters since.
  • Tortoise Investment Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $856K in Q4 2021.
  • 296 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.