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

TruNorth Capital 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
2025 Q4	–	Sell	-1,000	Closed	-$52.3K	–	287
2025 Q3	$52.3K	Hold	1,000	–	–	0.01%	180
2025 Q2	$51.4K	Hold	1,000	–	–	0.01%	162
2025 Q1	$51.5K	Hold	1,000	–	–	0.01%	204
2024 Q4	$51.7K	Hold	1,000	–	–	0.01%	148
2024 Q3	$53K	Hold	1,000	–	–	0.02%	140
2024 Q2	$52.1K	Buy	+1,000	New	+$52K	0.02%	129

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $4.22B AUM 26.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

TruNorth Capital Management's MUNI Position: Q4 2025 in Review

TruNorth Capital Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2025, closing a stake of 1,000 shares — an estimated $52.3K sold.

TruNorth Capital Management first reported a position in MUNI in Q2 2024 and held it in 6 quarters. The position peaked at $53K in Q3 2024. 413 funds tracked by Wall St. Rank hold MUNI as of Q4 2025.

TruNorth Capital Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 1,000 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $52.3K.
TruNorth Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and held it in 6 quarters.
TruNorth Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $53K in Q3 2024.
413 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.