Flagstone Financial Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Flagstone Financial Management’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	$9.88M	Buy	187,771 +21,695	+13%	+$1.14M	2.21%	12
2026 Q1	$8.67M	Buy	166,076 +50,363	+44%	+$2.66M	2.15%	12
2025 Q4	$6.06M	Buy	115,713 +17,239	+18%	+$905K	1.56%	14
2025 Q3	$5.15M	Sell	98,474 -9,685	-9%	-$499K	1.36%	14
2025 Q2	$5.56M	Buy	108,159 +15,958	+17%	+$814K	1.59%	14
2025 Q1	$4.75M	Buy	92,201 +6,446	+8%	+$334K	1.53%	14
2024 Q4	$4.44M	Buy	85,755 +2,492	+3%	+$130K	1.47%	14
2024 Q3	$4.41M	Buy	83,263 +17,521	+27%	+$920K	1.48%	14
2024 Q2	$3.42M	Buy	65,742 +14,326	+28%	+$745K	1.27%	14
2024 Q1	$2.7M	Buy	51,416 +22,058	+75%	+$1.16M	1.04%	16
2023 Q4	$1.55M	Buy	+29,358	New	+$1.49M	0.63%	17

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

Flagstone Financial Management's MUNI Position: Q2 2026 in Review

Flagstone Financial Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 13% in Q2 2026, buying an estimated $1.14M and bringing the position to 187,771 shares worth $9.88M. The position accounts for 2.21% of the portfolio, ranked #12.

Flagstone Financial Management first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Flagstone Financial Management held 187,771 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $9.88M as of Q2 2026.
Flagstone Financial Management bought 21,695 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.14M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.21% of Flagstone Financial Management's portfolio in Q2 2026, its #12 holding.
Flagstone Financial Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.