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Kuhn & Co Investment Counsel’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Kuhn & Co Investment Counsel’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 		$1.56M Buy
29,675
+1,733
+6% +$90.8K 0.9% 31
2026
Q1 		$1.46M Buy
27,942
+2,421
+9% +$128K 0.94% 30
2025
Q4 		$1.34M Buy
25,521
+3,266
+15% +$171K 0.89% 30
2025
Q3 		$1.16M Buy
22,255
+2,755
+14% +$142K 0.92% 31
2025
Q2 		$1M Buy
19,500
+1,026
+6% +$52.4K 0.76% 37
2025
Q1 		$952K Buy
18,474
+2,091
+13% +$108K 0.8% 37
2024
Q4 		$847K Buy
16,383
+1,000
+7% +$52.2K 0.72% 40
2024
Q3 		$815K Buy
15,383
+1,640
+12% +$86.1K 0.7% 46
2024
Q2 		$715K Buy
+13,743
New +$714K 0.64% 47

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Kuhn & Co Investment Counsel's MUNI Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.2% in Q2 2026, buying an estimated $90.8K and bringing the position to 29,675 shares worth $1.56M. The position accounts for 0.9% of the portfolio, ranked #31.

Kuhn & Co Investment Counsel first reported a position in MUNI in Q2 2024 and has held it in 9 quarters since. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Kuhn & Co Investment Counsel held 29,675 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.56M as of Q2 2026.
  • Kuhn & Co Investment Counsel bought 1,733 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $90.8K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.9% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #31 holding.
  • Kuhn & Co Investment Counsel first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
  • 215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.