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

McNamara Financial 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 		$8.35M Buy
158,731
+20,716
+15% +$1.08M 1.44% 13
2026
Q1 		$7.2M Buy
138,015
+2,042
+2% +$108K 1.36% 13
2025
Q4 		$7.13M Buy
135,973
+130,437
+2,356% +$6.85M 1.35% 13
2025
Q3 		$289K Sell
5,536
-271
-5% -$14K 0.05% 78
2025
Q2 		$298K Sell
5,807
-128
-2% -$6.53K 0.06% 74
2025
Q1 		$306K Buy
5,935
+241
+4% +$12.5K 0.07% 68
2024
Q4 		$295K Sell
5,694
-1,316
-19% -$68.7K 0.07% 59
2024
Q3 		$371K Buy
7,010
+116
+2% +$6.09K 0.07% 61
2024
Q2 		$359K Sell
6,894
-1,185
-15% -$61.6K 0.08% 56
2024
Q1 		$424K Sell
8,079
-119
-1% -$6.25K 0.09% 48
2023
Q4 		$433K Sell
8,198
-103
-1% -$5.24K 0.1% 44
2023
Q3 		$416K Sell
8,301
-3
-0% -$154 0.1% 44
2023
Q2 		$428K Buy
8,304
+98
+1% +$5.09K 0.1% 44
2023
Q1 		$429K Buy
8,206
+71
+0.9% +$3.69K 0.11% 43
2022
Q4 		$418K Buy
8,135
+438
+6% +$22.2K 0.11% 44
2022
Q3 		$386K Sell
7,697
-572
-7% -$29.6K 0.11% 39
2022
Q2 		$426K Buy
+8,269
New +$428K 0.12% 37

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

McNamara Financial Services's MUNI Position: Q2 2026 in Review

McNamara Financial Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 15% in Q2 2026, buying an estimated $1.08M and bringing the position to 158,731 shares worth $8.35M. The position accounts for 1.44% of the portfolio, ranked #13.

McNamara Financial Services first reported a position in MUNI in Q2 2022 and has held it in 17 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • McNamara Financial Services held 158,731 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $8.35M as of Q2 2026.
  • McNamara Financial Services bought 20,716 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.08M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.44% of McNamara Financial Services's portfolio in Q2 2026, its #13 holding.
  • McNamara Financial 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.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.