L.K. Benson & Company’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

L.K. Benson & Company’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	$254K	Buy	4,830 +40	+0.8%	+$2.1K	0.08%	106
2026 Q1	$250K	Buy	4,790 +39	+0.8%	+$2.06K	0.08%	104
2025 Q4	$249K	Buy	4,751 +38	+0.8%	+$2K	0.13%	104
2025 Q3	$246K	Buy	4,713 +40	+0.9%	+$2.06K	0.13%	95
2025 Q2	$240K	Buy	4,673 +38	+0.8%	+$1.94K	0.15%	92
2025 Q1	$239K	Buy	4,635 +37	+0.8%	+$1.92K	0.17%	91
2024 Q4	$238K	Buy	+4,598	New	+$240K	0.17%	89

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.K. Benson & Company's MUNI Position: Q2 2026 in Review

L.K. Benson & Company increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.84% in Q2 2026, buying an estimated $2.1K and bringing the position to 4,830 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #106.

L.K. Benson & Company 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.K. Benson & Company held 4,830 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $254K as of Q2 2026.
L.K. Benson & Company bought 40 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.1K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.08% of L.K. Benson & Company's portfolio in Q2 2026, its #106 holding.
L.K. Benson & Company 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.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.