Vermillion & White Wealth Management Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Vermillion & White Wealth Management 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	–	Sell	-3,378	Closed	-$177K	–	358
2025 Q4	$177K	Buy	3,378 +290	+9%	+$15.2K	0.1%	66
2025 Q3	$161K	Buy	3,088 +87	+3%	+$4.48K	0.09%	72
2025 Q2	$154K	Hold	3,001	–	–	0.1%	68
2025 Q1	$155K	Buy	3,001 +2,145	+251%	+$111K	0.11%	60
2024 Q4	$44.3K	Sell	856 -52	-6%	-$2.72K	0.03%	146
2024 Q3	$48.1K	Sell	908 -2	-0.2%	-$105	0.04%	126
2024 Q2	$47.4K	Buy	910 +51	+6%	+$2.65K	0.04%	129
2024 Q1	$45.1K	Sell	859 -65	-7%	-$3.41K	0.04%	126
2023 Q4	$48.8K	Buy	+924	New	+$47K	0.05%	94

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

Vermillion & White Wealth Management Group's MUNI Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026, closing a stake of 3,378 shares — an estimated $177K sold.

Vermillion & White Wealth Management Group first reported a position in MUNI in Q4 2023 and held it in 9 quarters. The position peaked at $177K in Q4 2025. 436 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 3,378 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $177K.
Vermillion & White Wealth Management Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $177K in Q4 2025.
436 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.