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W.H. Cornerstone Investments’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

W.H. Cornerstone Investments’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 		$1.4M Buy
26,788
+7,462
+39% +$393K 0.87% 25
2025
Q4 		$1.01M Sell
19,326
-1,956
-9% -$103K 0.61% 37
2025
Q3 		$1.11M Buy
21,282
+1,006
+5% +$51.8K 0.68% 39
2025
Q2 		$1.04M Sell
20,276
-1,553
-7% -$79.2K 0.66% 44
2025
Q1 		$1.13M Buy
21,829
+175
+0.8% +$9.08K 0.78% 33
2024
Q4 		$1.12M Buy
21,654
+184
+0.9% +$9.61K 0.75% 31
2024
Q3 		$1.14M Buy
21,470
+187
+0.9% +$9.82K 0.77% 33
2024
Q2 		$1.11M Buy
21,283
+47
+0.2% +$2.44K 0.79% 30
2024
Q1 		$1.11M Buy
21,236
+178
+0.8% +$9.35K 0.8% 32
2023
Q4 		$1.11M Buy
21,058
+9,458
+82% +$481K 0.88% 32
2023
Q3 		$581K Buy
11,600
+94
+0.8% +$4.82K 0.51% 61
2023
Q2 		$596K Buy
11,506
+87
+0.8% +$4.52K 0.53% 57
2023
Q1 		$597K Buy
11,419
+3,988
+54% +$207K 0.54% 57
2022
Q4 		$388K Sell
7,431
-4,541
-38% -$230K 0.37% 74
2022
Q3 		$604K Buy
+11,972
New +$619K 0.64% 52

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

W.H. Cornerstone Investments's MUNI Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 39% in Q1 2026, buying an estimated $393K and bringing the position to 26,788 shares worth $1.4M. The position accounts for 0.87% of the portfolio, ranked #25.

W.H. Cornerstone Investments first reported a position in MUNI in Q3 2022 and has held it in 15 quarters since. 435 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • W.H. Cornerstone Investments held 26,788 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.4M as of Q1 2026.
  • W.H. Cornerstone Investments bought 7,462 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $393K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.87% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #25 holding.
  • W.H. Cornerstone Investments first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 15 quarters since.
  • 435 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.