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Kooman & Associates’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Kooman & Associates’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 		$1.02M Buy
19,376
+475
+3% +$24.9K 0.27% 24
2026
Q1 		$986K Sell
18,901
-1,271
-6% -$67K 0.29% 21
2025
Q4 		$1.06M Sell
20,172
-685
-3% -$36K 0.31% 20
2025
Q3 		$1.09M Buy
20,857
+1,145
+6% +$59K 0.34% 19
2025
Q2 		$1.01M Sell
19,712
-1,694
-8% -$86.4K 0.34% 19
2025
Q1 		$1.1M Buy
21,406
+215
+1% +$11.2K 0.4% 18
2024
Q4 		$1.1M Buy
21,191
+498
+2% +$26K 0.4% 20
2024
Q3 		$1.1M Buy
20,693
+405
+2% +$21.3K 0.4% 19
2024
Q2 		$1.06M Sell
20,288
-665
-3% -$34.6K 0.42% 19
2024
Q1 		$1.1M Buy
20,953
+516
+3% +$27.1K 0.46% 18
2023
Q4 		$1.08M Sell
20,437
-3,417
-14% -$174K 0.48% 19
2023
Q3 		$1.19M Buy
23,854
+140
+0.6% +$7.17K 0.6% 15
2023
Q2 		$1.23M Buy
23,714
+629
+3% +$32.7K 0.61% 15
2023
Q1 		$1.21M Sell
23,085
-939
-4% -$48.8K 0.65% 14
2022
Q4 		$1.23M Buy
+24,024
New +$1.22M 1.22% 13

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kooman & Associates's MUNI Position: Q2 2026 in Review

Kooman & Associates increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.5% in Q2 2026, buying an estimated $24.9K and bringing the position to 19,376 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #24.

Kooman & Associates first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q4 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Kooman & Associates held 19,376 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.02M as of Q2 2026.
  • Kooman & Associates bought 475 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $24.9K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.27% of Kooman & Associates's portfolio in Q2 2026, its #24 holding.
  • Kooman & Associates first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • Kooman & Associates's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.23M in Q4 2022.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.