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

Kingsview Wealth 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	$4.05M	Sell	76,940 -3,148	-4%	-$165K	0.05%	362
2026 Q1	$4.18M	Sell	80,088 -3,213	-4%	-$169K	0.06%	340
2025 Q4	$4.37M	Buy	83,301 +914	+1%	+$48K	0.06%	306
2025 Q3	$4.31M	Hold	82,387	–	–	0.07%	302
2025 Q2	$4.23M	Buy	82,387 +67,907	+469%	+$3.47M	0.07%	277
2025 Q1	$746K	Hold	14,480	–	–	0.01%	616
2024 Q4	$749K	Buy	14,480 +1,900	+15%	+$99.3K	0.01%	623
2024 Q3	$666K	Hold	12,580	–	–	0.01%	630
2024 Q2	$655K	Sell	12,580 -763	-6%	-$39.7K	0.02%	611
2024 Q1	$700K	Buy	13,343 +763	+6%	+$40.1K	0.02%	591
2023 Q4	$664K	Buy	+12,580	New	+$640K	0.02%	576

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

Kingsview Wealth Management's MUNI Position: Q2 2026 in Review

Kingsview Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.9% in Q2 2026, selling an estimated $165K and leaving 76,940 shares worth $4.05M. The position accounts for 0.05% of the portfolio, ranked #362.

Kingsview Wealth Management first reported a position in MUNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.37M in Q4 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Kingsview Wealth Management held 76,940 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.05M as of Q2 2026.
Kingsview Wealth Management sold 3,148 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $165K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #362 holding.
Kingsview Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Kingsview Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.37M in Q4 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.