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McKinley Carter Wealth Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

McKinley Carter Wealth Services’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 		$4.28M Sell
81,392
-1,066
-1% -$55.8K 0.22% 83
2026
Q1 		$4.3M Sell
82,458
-3,219
-4% -$170K 0.25% 84
2025
Q4 		$4.49M Buy
85,677
+3,399
+4% +$178K 0.25% 80
2025
Q3 		$4.3M Buy
82,278
+1,294
+2% +$66.7K 0.23% 79
2025
Q2 		$4.16M Buy
80,984
+8,403
+12% +$429K 0.23% 78
2025
Q1 		$3.74M Sell
72,581
-138,250
-66% -$7.17M 0.23% 78
2024
Q4 		$10.9M Sell
210,831
-44,378
-17% -$2.32M 0.67% 32
2024
Q3 		$13.5M Sell
255,209
-1,146
-0.4% -$60.2K 0.82% 26
2024
Q2 		$13.3M Sell
256,355
-3,163
-1% -$164K 0.85% 28
2024
Q1 		$13.6M Buy
259,518
+4,536
+2% +$238K 0.91% 23
2023
Q4 		$13.5M Buy
254,982
+42,793
+20% +$2.18M 0.99% 20
2023
Q3 		$10.6M Sell
212,189
-11,387
-5% -$584K 0.85% 26
2023
Q2 		$11.6M Sell
223,576
-16,472
-7% -$855K 0.87% 23
2023
Q1 		$12.5M Sell
240,048
-28,716
-11% -$1.49M 0.98% 20
2022
Q4 		$13.8M Sell
268,764
-74,179
-22% -$3.77M 1.17% 20
2022
Q3 		$17.2M Sell
342,943
-7,567
-2% -$391K 1.6% 16
2022
Q2 		$18M Buy
+350,510
New +$18.1M 1.6% 15

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

McKinley Carter Wealth Services's MUNI Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.3% in Q2 2026, selling an estimated $55.8K and leaving 81,392 shares worth $4.28M. The position accounts for 0.22% of the portfolio, ranked #83.

McKinley Carter Wealth Services first reported a position in MUNI in Q2 2022 and has held it in 17 quarters since. The position peaked at $18M in Q2 2022. 208 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • McKinley Carter Wealth Services held 81,392 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $4.28M as of Q2 2026.
  • McKinley Carter Wealth Services sold 1,066 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $55.8K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.22% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #83 holding.
  • McKinley Carter Wealth Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
  • McKinley Carter Wealth Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $18M in Q2 2022.
  • 208 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.