L.J. Altfest & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

L.J. Altfest & Co’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	$306K	Buy	5,810 +1,012	+21%	+$53K	0.03%	264
2026 Q1	$250K	Hold	4,798	–	–	0.03%	291
2025 Q4	$251K	Hold	4,798	–	–	0.03%	304
2025 Q3	$251K	Hold	4,798	–	–	0.03%	305
2025 Q2	$246K	Hold	4,798	–	–	0.03%	301
2025 Q1	$247K	Hold	4,798	–	–	0.03%	296
2024 Q4	$248K	Buy	+4,798	New	+$251K	0.03%	291

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

L.J. Altfest & Co's MUNI Position: Q2 2026 in Review

L.J. Altfest & Co increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 21% in Q2 2026, buying an estimated $53K and bringing the position to 5,810 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #264.

L.J. Altfest & Co first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

L.J. Altfest & Co held 5,810 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $306K as of Q2 2026.
L.J. Altfest & Co bought 1,012 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $53K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of L.J. Altfest & Co's portfolio in Q2 2026, its #264 holding.
L.J. Altfest & Co first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.