Vertex Planning Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Vertex Planning Partners’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	$2.39M	Buy	45,822 +32,134	+235%	+$1.69M	0.46%	40
2025 Q4	$717K	Buy	13,688 +437	+3%	+$22.9K	0.17%	62
2025 Q3	$693K	Buy	13,251 +1,173	+10%	+$60.4K	0.13%	94
2025 Q2	$620K	Buy	12,078 +391	+3%	+$20K	0.13%	89
2025 Q1	$602K	Buy	11,687 +2,307	+25%	+$120K	0.13%	84
2024 Q4	$485K	Buy	9,380 +619	+7%	+$32.3K	0.11%	110
2024 Q3	$464K	Buy	8,761 +1,026	+13%	+$53.9K	0.11%	96
2024 Q2	$403K	Sell	7,735 -4,692	-38%	-$244K	0.1%	100
2024 Q1	$652K	Sell	12,427 -203	-2%	-$10.7K	0.18%	63
2023 Q4	$667K	Sell	12,630 -33,735	-73%	-$1.72M	0.2%	61
2023 Q3	$2.32M	Sell	46,365 -1,413	-3%	-$72.4K	0.8%	19
2023 Q2	$2.48M	Buy	47,778 +33,147	+227%	+$1.72M	0.84%	18
2023 Q1	$765K	Sell	14,631 -380	-3%	-$19.7K	0.29%	49
2022 Q4	$771K	Buy	+15,011	New	+$762K	0.3%	45

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

Vertex Planning Partners's MUNI Position: Q1 2026 in Review

Vertex Planning Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 235% in Q1 2026, buying an estimated $1.69M and bringing the position to 45,822 shares worth $2.39M. The position accounts for 0.46% of the portfolio, ranked #40.

Vertex Planning Partners first reported a position in MUNI in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.48M in Q2 2023. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Vertex Planning Partners held 45,822 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.39M as of Q1 2026.
Vertex Planning Partners bought 32,134 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.69M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.46% of Vertex Planning Partners's portfolio in Q1 2026, its #40 holding.
Vertex Planning Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
Vertex Planning Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.48M in Q2 2023.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.