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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services's MUNI Position: Q1 2026 in Review

Kestra Advisory Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.6% in Q1 2026, buying an estimated $256K and bringing the position to 111,098 shares worth $5.8M. The position accounts for 0.02% of the portfolio, ranked #719.

Kestra Advisory Services first reported a position in MUNI in Q3 2020 and has held it in 23 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Kestra Advisory Services held 111,098 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $5.8M as of Q1 2026.
Kestra Advisory Services bought 4,861 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $256K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #719 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 23 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.