Larson Financial Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Larson Financial Group’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	$25.7M	Buy	488,067 +77,831	+19%	+$4.08M	0.67%	34
2026 Q1	$21.4M	Buy	410,236 +57,928	+16%	+$3.05M	0.68%	32
2025 Q4	$18.5M	Buy	352,308 +51,284	+17%	+$2.69M	0.61%	32
2025 Q3	$15.7M	Buy	301,024 +81,575	+37%	+$4.2M	0.55%	35
2025 Q2	$11.3M	Buy	219,449 +106,430	+94%	+$5.43M	0.45%	47
2025 Q1	$5.83M	Buy	113,019 +60,687	+116%	+$3.15M	0.28%	73
2024 Q4	$2.71M	Buy	52,332 +43,492	+492%	+$2.27M	0.14%	135
2024 Q3	$468K	Buy	8,840 +8,749	+9,614%	+$460K	0.03%	349
2024 Q2	$4.74K	Buy	+91	New	+$4.73K	﹤0.01%	1457

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

Larson Financial Group's MUNI Position: Q2 2026 in Review

Larson Financial Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 19% in Q2 2026, buying an estimated $4.08M and bringing the position to 488,067 shares worth $25.7M. The position accounts for 0.67% of the portfolio, ranked #34.

Larson Financial Group first reported a position in MUNI in Q2 2024 and has held it in 9 quarters since. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Larson Financial Group held 488,067 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $25.7M as of Q2 2026.
Larson Financial Group bought 77,831 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.08M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.67% of Larson Financial Group's portfolio in Q2 2026, its #34 holding.
Larson Financial Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.