Jeter Robert S II MUNI — PIMCO ETF TR

Ownership history in Jeter Robert S II  ·  3 quarters on record

AI Ownership Summary

Jeter Robert S II reported PIMCO ETF TR (MUNI) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.46% in 2026 Q1. The latest visible filing shows MUNI at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MUNI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jeter Robert S II's position in PIMCO ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MUNI was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jeter Robert S II held MUNI — position size vs. price
% of Fund (quarterly)    MUNI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 9,478 +804 +9.3% 0.31% $474K 2026-10-16 $50.41
2026 Q2 REDUCED — — — 8,674 -123 -1.4% 0.43% $454K 2026-07-14 $51.82
2026 Q1 INITIATED — — — 8,797 — — 0.46% $461K 2026-05-12 $51.58

FAQ About Jeter Robert S II and MUNI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jeter Robert S II reported owning MUNI?

Jeter Robert S II reported MUNI across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported MUNI position in Jeter Robert S II's portfolio?

The largest reported portfolio weight for MUNI was 0.46% in 2026 Q1.

What is the latest reported MUNI position on this page?

The most recent filing on this page is 2026 Q3, when Jeter Robert S II reported 9,478 shares, equal to 0.31% of portfolio, with an estimated market value of $474K.

What does the chart on this MUNI ownership page compare?

The chart compares Jeter Robert S II's quarterly MUNI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Jeter Robert S II Holdings