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

Vicus Capital’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	$1.03M	Buy	19,763 +58	+0.3%	+$3.06K	0.08%	121
2025 Q4	$1.03M	Buy	19,705 +5,652	+40%	+$297K	0.08%	110
2025 Q3	$735K	Sell	14,053 -493	-3%	-$25.4K	0.06%	137
2025 Q2	$747K	Buy	14,546 +6,025	+71%	+$307K	0.06%	117
2025 Q1	$439K	Buy	8,521 +339	+4%	+$17.6K	0.04%	151
2024 Q4	$423K	Buy	8,182 +140	+2%	+$7.31K	0.04%	148
2024 Q3	$426K	Buy	8,042 +14	+0.2%	+$735	0.04%	148
2024 Q2	$418K	Sell	8,028 -2,373	-23%	-$123K	0.04%	177
2024 Q1	$546K	Buy	10,401 +12	+0.1%	+$630	0.05%	147
2023 Q4	$549K	Buy	10,389 +38	+0.4%	+$1.93K	0.06%	124
2023 Q3	$518K	Buy	10,351 +12	+0.1%	+$615	0.05%	143
2023 Q2	$536K	Sell	10,339 -4,509	-30%	-$234K	0.06%	130
2023 Q1	$776K	Buy	14,848 +5	+0%	+$260	0.08%	102
2022 Q4	$763K	Buy	14,843 +6,752	+83%	+$343K	0.09%	103
2022 Q3	$406K	Buy	8,091 +632	+8%	+$32.7K	0.05%	149
2022 Q2	$384K	Buy	7,459 +2,459	+49%	+$127K	0.04%	159
2022 Q1	$265K	Hold	5,000	–	–	0.03%	195
2021 Q4	$275K	Hold	5,000	–	–	0.03%	191
2021 Q3	$282K	Hold	5,000	–	–	0.05%	119
2021 Q2	$284K	Sell	5,000 -176	-3%	-$9.97K	0.05%	128
2021 Q1	$291K	Buy	5,176 +565	+12%	+$32K	0.03%	187
2020 Q4	$262K	Buy	4,611 +79	+2%	+$4.45K	0.03%	189
2020 Q3	$255K	Sell	4,532 -625	-12%	-$35.2K	0.04%	178
2020 Q2	$287K	Buy	5,157 +6	+0.1%	+$329	0.04%	165
2020 Q1	$281K	Buy	5,151 +6	+0.1%	+$331	0.05%	156
2019 Q4	$284K	Buy	5,145 +7	+0.1%	+$386	0.04%	172
2019 Q3	$284K	Buy	5,138 +6	+0.1%	+$332	0.04%	200
2019 Q2	$281K	Buy	+5,132	New	+$279K	0.04%	196
2018 Q1	–	Sell	-6,125	Closed	-$329K	–	237
2017 Q4	$329K	Sell	6,125 -3,928	-39%	-$211K	0.06%	184
2017 Q3	$541K	Sell	10,053 -1,725	-15%	-$92.8K	0.1%	142
2017 Q2	$630K	Sell	11,778 -165	-1%	-$8.81K	0.13%	126
2017 Q1	$632K	Sell	11,943 -4,718	-28%	-$248K	0.14%	126
2016 Q4	$873K	Sell	16,661 -8,823	-35%	-$471K	0.19%	102
2016 Q3	$1.4M	Sell	25,484 -36,162	-59%	-$1.99M	0.32%	81
2016 Q2	$3.4M	Buy	61,646 +7,492	+14%	+$409K	0.82%	25
2016 Q1	$2.94M	Buy	54,154 +24,800	+84%	+$1.35M	0.66%	32
2015 Q4	$1.58M	Buy	29,354 +2,666	+10%	+$143K	0.4%	66
2015 Q3	$1.42M	Sell	26,688 -172	-0.6%	-$9.11K	0.38%	63
2015 Q2	$1.42M	Buy	26,860 +1,224	+5%	+$65.1K	0.37%	69
2015 Q1	$1.38K	Sell	25,636 -5,423	-17%	-$292K	0.27%	68
2014 Q4	$1.67M	Buy	31,059 +2,196	+8%	+$118K	0.48%	53
2014 Q3	$1.54M	Buy	28,863 +111	+0.4%	+$5.92K	0.51%	36
2014 Q2	$1.53M	Sell	28,752 -3,416	-11%	-$181K	0.49%	37
2014 Q1	$1.69M	Buy	32,168 +3,593	+13%	+$189K	0.57%	35
2013 Q4	$1.48M	Sell	28,575 -6,388	-18%	-$333K	0.56%	39
2013 Q3	$1.82M	Sell	34,963 -7,971	-19%	-$411K	0.8%	33
2013 Q2	$2.23M	Buy	+42,934	New	+$2.32M	1.03%	25

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

Vicus Capital's MUNI Position: Q1 2026 in Review

Vicus Capital increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.29% in Q1 2026, buying an estimated $3.06K and bringing the position to 19,763 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #121.

Vicus Capital first reported a position in MUNI in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.4M in Q2 2016. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Vicus Capital held 19,763 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.03M as of Q1 2026.
Vicus Capital bought 58 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $3.06K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.08% of Vicus Capital's portfolio in Q1 2026, its #121 holding.
Vicus Capital first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2013 and has held it in 47 quarters since.
Vicus Capital's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.4M in Q2 2016.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.