Benjamin Edwards Inc’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Benjamin Edwards Inc’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	$438K	Buy	8,321 +3,415	+70%	+$179K	﹤0.01%	1101
2026 Q1	$256K	Hold	4,906	–	–	﹤0.01%	1226
2025 Q4	$257K	Buy	4,906 +88	+2%	+$4.62K	﹤0.01%	1179
2025 Q3	$252K	Buy	4,818 +292	+6%	+$15K	﹤0.01%	1172
2025 Q2	$232K	Buy	4,526 +188	+4%	+$9.59K	﹤0.01%	1077
2025 Q1	$224K	Hold	4,338	–	–	﹤0.01%	1013
2024 Q4	$224K	Hold	4,338	–	–	﹤0.01%	1051
2024 Q3	$230K	Buy	+4,338	New	+$228K	﹤0.01%	1029

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Benjamin Edwards Inc's MUNI Position: Q2 2026 in Review

Benjamin Edwards Inc increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 70% in Q2 2026, buying an estimated $179K and bringing the position to 8,321 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Benjamin Edwards Inc first reported a position in MUNI in Q3 2024 and has held it in 8 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Benjamin Edwards Inc held 8,321 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $438K as of Q2 2026.
Benjamin Edwards Inc bought 3,415 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $179K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1101 holding.
Benjamin Edwards Inc first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.