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 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

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

Kestra Advisory Services's MUNI Position: Q2 2026 in Review

Kestra Advisory Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 27% in Q2 2026, buying an estimated $1.57M and bringing the position to 141,063 shares worth $7.42M. The position accounts for 0.02% of the portfolio, ranked #641.

Kestra Advisory Services first reported a position in MUNI in Q3 2020 and has held it in 24 quarters since. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Kestra Advisory Services held 141,063 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.42M as of Q2 2026.
Kestra Advisory Services bought 29,965 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.57M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #641 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 24 quarters since.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.