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

Kestra Private Wealth 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	$836K	Buy	16,026 +95	+0.6%	+$5.01K	0.01%	924
2025 Q4	$835K	Sell	15,931 -6,978	-30%	-$366K	0.01%	888
2025 Q3	$1.2M	Buy	22,909 +784	+4%	+$40.4K	0.02%	705
2025 Q2	$1.14M	Buy	22,125 +221	+1%	+$11.3K	0.02%	692
2025 Q1	$1.13M	Buy	+21,904	New	+$1.14M	0.02%	640
2024 Q3	–	Sell	-7,146	Closed	-$372K	–	1429
2024 Q2	$372K	Buy	+7,146	New	+$371K	0.01%	956

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 Private Wealth Services's MUNI Position: Q1 2026 in Review

Kestra Private Wealth Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.6% in Q1 2026, buying an estimated $5.01K and bringing the position to 16,026 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #924.

Kestra Private Wealth Services first reported a position in MUNI in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q3 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Kestra Private Wealth Services held 16,026 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $836K as of Q1 2026.
Kestra Private Wealth Services bought 95 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $5.01K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #924 holding.
Kestra Private Wealth Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 6 quarters since.
Kestra Private Wealth Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.2M in Q3 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.