Key Financial Inc’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Key Financial Inc’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	$241K	Hold	4,579	–	–	0.04%	277
2026 Q1	$239K	Hold	4,579	–	–	0.04%	266
2025 Q4	$240K	Hold	4,579	–	–	0.04%	260
2025 Q3	$239K	Hold	4,579	–	–	0.04%	261
2025 Q2	$235K	Hold	4,579	–	–	0.05%	254
2025 Q1	$236K	Buy	4,579 +43	+0.9%	+$2.23K	0.05%	239
2024 Q4	$235K	Hold	4,536	–	–	0.05%	233
2024 Q3	$240K	Sell	4,536 -64	-1%	-$3.36K	0.05%	229
2024 Q2	$239K	Hold	4,600	–	–	0.06%	215
2024 Q1	$241K	Hold	4,600	–	–	0.06%	208
2023 Q4	$243K	Buy	4,600 +4,187	+1,014%	+$213K	0.07%	193
2023 Q3	$20.7K	Hold	413	–	–	0.01%	558
2023 Q2	$21.4K	Hold	413	–	–	0.01%	562
2023 Q1	$21.6K	Buy	+413	New	+$21.4K	0.01%	536

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

Key Financial Inc's MUNI Position: Q2 2026 in Review

Key Financial Inc held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 4,579 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #277.

Key Financial Inc first reported a position in MUNI in Q1 2023 and has held it in 14 quarters since. The position peaked at $243K in Q4 2023. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Key Financial Inc held 4,579 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $241K as of Q2 2026.
Key Financial Inc left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #277 holding.
Key Financial Inc first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
Key Financial Inc's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $243K in Q4 2023.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.