SEC 13F Intelligence

Goodwin Investment Advisory / MUNI

Goodwin Investment Advisory’s Pimco Etf Tr Position

Does Goodwin Investment Advisory own Pimco Etf Tr (MUNI)? Yes — 18.9K shares worth $988,792 (+1.18% of its 13F portfolio) as of Q1 2026, down from 20.2K shares the prior filed quarter.

Position Value
$988,792
Q1 2026
Shares
18.9K
% of Portfolio
+1.18%
Quarters Held
12
currently held

Position History MUNI

Reported value by quarter
Q2 ’23: $187,298Q2 ’23Q3 ’23: $894,300Q4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $988,792filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.9K$988,792+1.18%
Q4 202520.2K$1M+1.16%
Q3 202524.8K$1M+1.39%
Q2 202530.2K$2M+1.79%
Q1 202531.3K$2M+2.50%
Q4 202484.1K$4M+2.28%
Q3 202485.8K$5M+1.97%
Q2 202490.5K$5M+2.16%
Q1 202493.1K$5M+2.30%
Q4 202397.3K$5M+2.67%
Q3 202317.9K$894,300+0.53%
Q2 20233.6K$187,298+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goodwin Investment Advisory’s full portfolio or all institutional holders of MUNI.