Kestra Advisory Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Kestra Advisory Services’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 Q3	$10.8M	Buy	216,538 +75,475	+54%	+$3.88M	0.03%	543
2026 Q2	$7.42M	Buy	141,063 +29,965	+27%	+$1.57M	0.02%	641
2026 Q1	$5.8M	Buy	111,098 +4,861	+5%	+$256K	0.02%	719
2025 Q4	$5.57M	Buy	106,237 +45,296	+74%	+$2.38M	0.02%	676
2025 Q3	$3.19M	Buy	60,941 +9,537	+19%	+$491K	0.01%	923
2025 Q2	$2.64M	Buy	51,404 +1,009	+2%	+$51.5K	0.01%	938
2025 Q1	$2.6M	Buy	50,395 +4,020	+9%	+$209K	0.01%	875
2024 Q4	$2.4M	Buy	46,375 +330	+0.7%	+$17.2K	0.01%	908
2024 Q3	$2.44M	Sell	46,045 -16,789	-27%	-$882K	0.01%	859
2024 Q2	$3.27M	Buy	62,834 +28,782	+85%	+$1.5M	0.02%	747
2024 Q1	$1.79M	Buy	34,052 +13,111	+63%	+$689K	0.01%	937
2023 Q4	$1.11M	Buy	20,941 +9,740	+87%	+$496K	0.01%	1069
2023 Q3	$561K	Buy	11,201 +2,799	+33%	+$143K	0.01%	1305
2023 Q2	$436K	Buy	8,402 +3,084	+58%	+$160K	﹤0.01%	1394
2023 Q1	$278K	Sell	5,318 -620	-10%	-$32.2K	﹤0.01%	1615
2022 Q4	$305K	Sell	5,938 -2,022	-25%	-$103K	﹤0.01%	1737
2022 Q3	$399K	Sell	7,960 -405	-5%	-$21K	﹤0.01%	1438
2022 Q2	$431K	Sell	8,365 -332	-4%	-$17.2K	﹤0.01%	1409
2022 Q1	$461K	Sell	8,697 -747	-8%	-$40.9K	﹤0.01%	1344
2021 Q4	$531K	Buy	9,444 +1,581	+20%	+$88.9K	0.01%	1286
2021 Q3	$443K	Sell	7,863 -918	-10%	-$52.2K	﹤0.01%	1453
2021 Q2	$498K	Buy	8,781 +257	+3%	+$14.6K	0.01%	1281
2021 Q1	$479K	Sell	8,524 -2,160	-20%	-$122K	0.01%	1216
2020 Q4	$606K	Buy	10,684 +10,544	+7,531%	+$594K	0.01%	1105
2020 Q3	$498K	Buy	+140	New	+$7.88K	0.01%	888

Other funds holding MUNI

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's MUNI Position: Q3 2026 in Review

Kestra Advisory Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 54% in Q3 2026, buying an estimated $3.88M and bringing the position to 216,538 shares worth $10.8M. The position accounts for 0.03% of the portfolio, ranked #543.

Kestra Advisory Services first reported a position in MUNI in Q3 2020 and has held it in 25 quarters since. 223 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Kestra Advisory Services held 216,538 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $10.8M as of Q3 2026.
Kestra Advisory Services bought 75,475 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $3.88M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #543 holding.
Kestra Advisory Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2020 and has held it in 25 quarters since.
223 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.