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Legacy Private Trust’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Legacy Private Trust’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 		$7.15M Buy
136,017
+52,611
+63% +$2.76M 0.4% 54
2026
Q1 		$4.35M Buy
83,406
+36,681
+79% +$1.93M 0.27% 73
2025
Q4 		$2.45M Buy
+46,725
New +$2.45M 0.14% 111

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

Legacy Private Trust's MUNI Position: Q2 2026 in Review

Legacy Private Trust increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 63% in Q2 2026, buying an estimated $2.76M and bringing the position to 136,017 shares worth $7.15M. The position accounts for 0.4% of the portfolio, ranked #54.

Legacy Private Trust first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Legacy Private Trust held 136,017 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.15M as of Q2 2026.
  • Legacy Private Trust bought 52,611 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.76M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.4% of Legacy Private Trust's portfolio in Q2 2026, its #54 holding.
  • Legacy Private Trust first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.