MUNI PIMCO ETF TR

Ownership history in Kooman & Associates  ·  13 quarters on record

AI Ownership Summary

Kooman & Associates reported PIMCO ETF TR (MUNI) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.6% in 2023 Q3. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUNI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kooman & Associates'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
2025 Q4

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

High-water mark
Peak Conviction
0.6% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Kooman & Associates held MUNI — position size vs. price
% of Fund (quarterly)    MUNI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20,172 -685 -3.3% 0.31% $1.1M 2026-02-14 (Est.) $52.99
2025 Q3 ADDED 20,857 +1,145 +5.8% 0.34% $1.1M 2025-10-21 $51.93
2025 Q2 REDUCED 19,712 -1,694 -7.9% 0.34% $1.0M 2025-07-16 $49.89
2025 Q1 ADDED 21,406 +215 +1.0% 0.40% $1.1M 2025-05-02 $49.67
2024 Q4 ADDED 21,191 +498 +2.4% 0.40% $1.1M 2025-02-04 $50.16
2024 Q3 ADDED 20,693 +405 +2.0% 0.40% $1.1M 2024-10-24 $49.67
2024 Q2 REDUCED 20,288 -665 -3.2% 0.42% $1.1M 2024-08-12 $49.76
2024 Q1 ADDED 20,953 +516 +2.5% 0.46% $1.1M 2024-05-14 $49.07
2023 Q4 REDUCED 20,437 -3,417 -14.3% 0.48% $1.1M 2024-01-30 $48.84
2023 Q3 ADDED 23,854 +140 +0.6% 0.60% $1.2M 2023-11-03 $46.37
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kooman & Associates and MUNI

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

How long has Kooman & Associates reported owning MUNI?

Kooman & Associates reported MUNI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MUNI position in Kooman & Associates's portfolio?

The largest reported portfolio weight for MUNI was 0.60% in 2023 Q3.

What is the latest reported MUNI position on this page?

The most recent filing on this page is 2025 Q4, when Kooman & Associates reported 20,172 shares, equal to 0.31% of portfolio, with an estimated market value of $1.1M.

What does the chart on this MUNI ownership page compare?

The chart compares Kooman & Associates'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.

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