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

Kestra Investment Management’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	$11.8M	Buy	224,493 +35,607	+19%	+$1.86M	0.23%	57
2026 Q1	$9.86M	Sell	188,886 -39,033	-17%	-$2.06M	0.17%	59
2025 Q4	$11.9M	Buy	227,919 +51,025	+29%	+$2.68M	0.29%	52
2025 Q3	$9.25M	Buy	176,894 +6,017	+4%	+$310K	0.25%	54
2025 Q2	$8.78M	Sell	170,877 -136,069	-44%	-$6.94M	0.27%	53
2025 Q1	$15.8M	Buy	306,946 +130,181	+74%	+$6.75M	0.5%	41
2024 Q4	$9.14M	Buy	176,765 +2,077	+1%	+$109K	0.36%	50
2024 Q3	$9.25M	Buy	174,688 +26,932	+18%	+$1.41M	0.4%	48
2024 Q2	$7.69M	Buy	+147,756	New	+$7.68M	0.52%	46

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 Investment Management's MUNI Position: Q2 2026 in Review

Kestra Investment Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 19% in Q2 2026, buying an estimated $1.86M and bringing the position to 224,493 shares worth $11.8M. The position accounts for 0.23% of the portfolio, ranked #57.

Kestra Investment Management first reported a position in MUNI in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.8M in Q1 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Kestra Investment Management held 224,493 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $11.8M as of Q2 2026.
Kestra Investment Management bought 35,607 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.86M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.23% of Kestra Investment Management's portfolio in Q2 2026, its #57 holding.
Kestra Investment Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $15.8M in Q1 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.