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

Tucker Asset 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 Q1	–	Sell	-70	Closed	-$3.67K	–	790
2025 Q4	$3.67K	Buy	+70	New	+$3.67K	﹤0.01%	748
2025 Q1	–	Sell	-70	Closed	-$3.62K	–	692
2024 Q4	$3.62K	Hold	70	–	–	﹤0.01%	1073
2024 Q3	$3.71K	Hold	70	–	–	﹤0.01%	1005
2024 Q2	$3.64K	Hold	70	–	–	﹤0.01%	1165
2024 Q1	$3.67K	Buy	+70	New	+$3.68K	﹤0.01%	1177

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Tucker Asset Management's MUNI Position: Q1 2026 in Review

Tucker Asset Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026, closing a stake of 70 shares — an estimated $3.67K sold.

Tucker Asset Management first reported a position in MUNI in Q1 2024 and held it in 5 quarters. The position peaked at $3.71K in Q3 2024. 436 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Tucker Asset Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 70 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $3.67K.
Tucker Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and held it in 5 quarters.
Tucker Asset Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.71K in Q3 2024.
436 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.