Transcendent Capital Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Transcendent Capital Group’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	$841K	Sell	16,112 -11	-0.1%	-$580	0.38%	56
2025 Q4	$845K	Sell	16,123 -889	-5%	-$46.7K	0.38%	56
2025 Q3	$889K	Buy	17,012 +217	+1%	+$11.2K	0.4%	59
2025 Q2	$863K	Hold	16,795	–	–	0.44%	55
2025 Q1	$866K	Sell	16,795 -357	-2%	-$18.5K	0.49%	51
2024 Q4	$887K	Sell	17,152 -2,155	-11%	-$113K	0.46%	49
2024 Q3	$1.02M	Sell	19,307 -5,274	-21%	-$277K	0.52%	50
2024 Q2	$1.28M	Sell	24,581 -221	-0.9%	-$11.5K	0.74%	38
2024 Q1	$1.3M	Sell	24,802 -1,443	-5%	-$75.8K	0.76%	40
2023 Q4	$1.39M	Buy	+26,245	New	+$1.34M	0.92%	36

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

Transcendent Capital Group's MUNI Position: Q1 2026 in Review

Transcendent Capital Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.07% in Q1 2026, selling an estimated $580 and leaving 16,112 shares worth $841K. The position accounts for 0.38% of the portfolio, ranked #56.

Transcendent Capital Group first reported a position in MUNI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2023. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Transcendent Capital Group held 16,112 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $841K as of Q1 2026.
Transcendent Capital Group sold 11 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $580.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.38% of Transcendent Capital Group's portfolio in Q1 2026, its #56 holding.
Transcendent Capital Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Transcendent Capital Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.39M in Q4 2023.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.