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

Jones Financial Companies’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	$19.7M	Buy	374,302 +109,519	+41%	+$5.74M	0.01%	672
2026 Q1	$13.8M	Buy	264,783 +99,788	+60%	+$5.26M	0.01%	712
2025 Q4	$8.65M	Buy	164,995 +43,153	+35%	+$2.27M	0.01%	491
2025 Q3	$6.37M	Buy	121,842 +23,814	+24%	+$1.23M	﹤0.01%	504
2025 Q2	$5.03M	Buy	98,028 +12,808	+15%	+$654K	﹤0.01%	497
2025 Q1	$4.38M	Buy	85,220 +11,522	+16%	+$598K	﹤0.01%	454
2024 Q4	$3.81M	Buy	73,698 +48,170	+189%	+$2.52M	﹤0.01%	407
2024 Q3	$1.35M	Buy	25,528 +19,243	+306%	+$1.01M	﹤0.01%	532
2024 Q2	$327K	Buy	+6,285	New	+$327K	﹤0.01%	669

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

Jones Financial Companies's MUNI Position: Q2 2026 in Review

Jones Financial Companies increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 41% in Q2 2026, buying an estimated $5.74M and bringing the position to 374,302 shares worth $19.7M. The position accounts for 0.01% of the portfolio, ranked #672.

Jones Financial Companies first reported a position in MUNI in Q2 2024 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Jones Financial Companies held 374,302 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $19.7M as of Q2 2026.
Jones Financial Companies bought 109,519 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $5.74M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #672 holding.
Jones Financial Companies first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.