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Apella Capital’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Apella Capital’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
Q2 		$1.29M Buy
24,569
+3,451
+16% +$181K 0.02% 330
2026
Q1 		$1.11M Sell
21,118
-2,977
-12% -$157K 0.02% 343
2025
Q4 		$1.26M Buy
24,095
+1,391
+6% +$73K 0.03% 250
2025
Q3 		$1.19M Buy
22,704
+10,654
+88% +$549K 0.03% 231
2025
Q2 		$618K Buy
12,050
+64
+0.5% +$3.27K 0.02% 270
2025
Q1 		$614K Buy
11,986
+74
+0.6% +$3.84K 0.02% 239
2024
Q4 		$616K Buy
+11,912
New +$622K 0.02% 209

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
AFA
Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Apella Capital's MUNI Position: Q2 2026 in Review

Apella Capital increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 16% in Q2 2026, buying an estimated $181K and bringing the position to 24,569 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #330.

Apella Capital first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Apella Capital held 24,569 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.29M as of Q2 2026.
  • Apella Capital bought 3,451 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $181K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Apella Capital's portfolio in Q2 2026, its #330 holding.
  • Apella Capital first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.