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MUNI PIMCO ETF TR

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INTER MUN BD ACT (fund)

431 managers (436 13F filers) reported a position in MUNI shares at 2026-03-31, 41,904,175 shares in all. 47 filers opened a position and 23 filers sold out during the quarter.

Managers
431
13F filers
436
New
47
Added
223
Reduced
101
Sold out
23
Shares held by filers
41,904,175

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Provenance Wealth Advisors, LLC2,984$156K0.02%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,768$144K<0.01%+1,21313F-HRTimelineGroup
IMG Wealth Management, Inc.2,511$131K0.08%+1,21613F-HRTimeline
Lodestone Wealth Management LLC2,040$106K0.04%new13F-HR/ATimeline
SITTNER & NELSON, LLC2,000$104K0.04%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,851$96.6K0.07%+8313F-HRTimeline
Triumph Capital Management1,800$93.9K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,700$88.7K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC1,525$79.6K0.03%new13F-HR/ATimeline
FMR LLCin group FMR LLC1,431$74.7K<0.01%+1,17913F-HRTimelineGroup
Red Tortoise LLC1,428$74.5K0.03%+1213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,117$58.3K<0.01%+1,10213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,000$52.2K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC949$49.4K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…800$41.8K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC675$35.2K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC591$30.8K0.02%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE384$20K<0.01%-1013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC375$19.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC356$18.6K<0.01%+213F-HRTimeline
Aptus Capital Advisors, LLC342$17.8K<0.01%-5,22713F-HRTimeline
DHJJ Financial Advisors, Ltd.302$15.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.276$14.4K<0.01%+213F-HRTimeline
Holos Integrated Wealth LLC244$12.7K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…230$12K<0.01%+213F-HRTimeline
Trust Co112$5.86K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.105$5.48K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.69$3.6K<0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton40$2.11K<0.01%013F-HRTimeline
Parallel Advisors, LLC22$1.17K<0.01%013F-HR/ATimeline
Basepoint Wealth LLC7$365<0.01%new13F-HRTimeline