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

Kelman-Lazarov 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 		$4.79M Buy
91,059
+1,712
+2% +$89.7K 0.63% 26
2026
Q1 		$4.66M Buy
89,347
+7,442
+9% +$392K 0.67% 25
2025
Q4 		$4.29M Buy
81,905
+5,787
+8% +$304K 0.61% 25
2025
Q3 		$3.98M Sell
76,118
-2,854
-4% -$147K 0.59% 26
2025
Q2 		$4.06M Sell
78,972
-11,126
-12% -$568K 0.66% 25
2025
Q1 		$4.64M Buy
90,098
+2,941
+3% +$153K 0.84% 24
2024
Q4 		$4.51M Buy
87,157
+1,845
+2% +$96.4K 0.81% 24
2024
Q3 		$4.52M Buy
85,312
+668
+0.8% +$35.1K 0.78% 24
2024
Q2 		$4.41M Buy
84,644
+1,927
+2% +$100K 0.82% 24
2024
Q1 		$4.34M Buy
82,717
+1,474
+2% +$77.4K 0.85% 23
2023
Q4 		$4.29M Buy
81,243
+52,947
+187% +$2.7M 0.93% 23
2023
Q3 		$1.42M Buy
28,296
+7,021
+33% +$360K 0.34% 38
2023
Q2 		$1.1M Buy
21,275
+218
+1% +$11.3K 0.27% 46
2023
Q1 		$1.1M Buy
21,057
+64
+0.3% +$3.32K 0.29% 44
2022
Q4 		$1.08M Buy
+20,993
New +$1.07M 0.3% 42
2022
Q1 		– Sell
-3,700
Closed -$208K – 84
2021
Q4 		$208K Hold
3,700
– – 0.07% 84
2021
Q3 		$209K Sell
3,700
-1,483
-29% -$84.3K 0.07% 78
2021
Q2 		$294K Sell
5,183
-983
-16% -$55.7K 0.1% 68
2021
Q1 		$347K Sell
6,166
-302
-5% -$17.1K 0.12% 59
2020
Q4 		$367K Buy
6,468
+70
+1% +$3.94K 0.14% 55
2020
Q3 		$360K Sell
6,398
-889
-12% -$50K 0.16% 49
2020
Q2 		$405K Buy
7,287
+2,600
+55% +$143K 0.19% 46
2020
Q1 		$256K Sell
4,687
-1,787
-28% -$98.6K 0.14% 64
2019
Q4 		$357K Sell
6,474
-1,085
-14% -$59.8K 0.16% 71
2019
Q3 		$418K Hold
7,559
– – 0.21% 65
2019
Q2 		$415K Sell
7,559
-212
-3% -$11.5K 0.21% 63
2019
Q1 		$419K Sell
7,771
-773
-9% -$41.2K 0.22% 69
2018
Q4 		$451K Hold
8,544
– – 0.28% 66
2018
Q3 		$449K Hold
8,544
– – 0.26% 76
2018
Q2 		$452K Sell
8,544
-3,000
-26% -$158K 0.24% 82
2018
Q1 		$609K Buy
11,544
+500
+5% +$26.5K 0.33% 71
2017
Q4 		$593K Hold
11,044
– – 0.3% 78
2017
Q3 		$594K Buy
11,044
+400
+4% +$21.5K 0.31% 78
2017
Q2 		$569K Hold
10,644
– – 0.31% 77
2017
Q1 		$563K Sell
10,644
-639
-6% -$33.6K 0.36% 68
2016
Q4 		$591K Hold
11,283
– – 0.33% 73
2016
Q3 		$617K Sell
11,283
-800
-7% -$44K 0.35% 72
2016
Q2 		$665K Sell
12,083
-1,700
-12% -$92.9K 0.38% 74
2016
Q1 		$746K Buy
+13,783
New +$748K 0.44% 68

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kelman-Lazarov Inc's MUNI Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.9% in Q2 2026, buying an estimated $89.7K and bringing the position to 91,059 shares worth $4.79M. The position accounts for 0.63% of the portfolio, ranked #26.

Kelman-Lazarov Inc first reported a position in MUNI in Q1 2016 and has held it in 39 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Kelman-Lazarov Inc held 91,059 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.79M as of Q2 2026.
  • Kelman-Lazarov Inc bought 1,712 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $89.7K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.63% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #26 holding.
  • Kelman-Lazarov Inc first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2016 and has held it in 39 quarters since.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.