MML Investors Services
MUNI icon

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

MML Investors 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 		$11.3M Buy
214,694
+23,061
+12% +$1.21M 0.02% 593
2026
Q1 		$10M Sell
191,633
-5,201
-3% -$274K 0.03% 546
2025
Q4 		$10.3M Buy
196,834
+16,490
+9% +$866K 0.03% 573
2025
Q3 		$9.43M Sell
180,344
-145,799
-45% -$7.51M 0.03% 569
2025
Q2 		$16.8M Buy
326,143
+79,093
+32% +$4.04M 0.05% 372
2025
Q1 		$12.7M Buy
247,050
+214,463
+658% +$11.1M 0.04% 401
2024
Q4 		$1.69M Buy
32,587
+12,418
+62% +$649K 0.01% 1214
2024
Q3 		$1.07M Buy
20,169
+1,111
+6% +$58.4K ﹤0.01% 1421
2024
Q2 		$992K Sell
19,058
-8,679
-31% -$451K ﹤0.01% 1409
2024
Q1 		$1.46M Sell
27,737
-7,501
-21% -$394K 0.01% 1211
2023
Q4 		$1.86M Buy
35,238
+3,967
+13% +$202K 0.01% 1034
2023
Q3 		$1.57M Buy
31,271
+11,665
+59% +$598K 0.01% 1003
2023
Q2 		$1.02M Buy
19,606
+3,605
+23% +$187K 0.01% 1223
2023
Q1 		$836K Sell
16,001
-13,556
-46% -$704K 0.01% 1153
2022
Q4 		$1.52M Buy
29,557
+7,133
+32% +$362K 0.01% 939
2022
Q3 		$1.12M Sell
22,424
-7,375
-25% -$382K 0.01% 1003
2022
Q2 		$1.53M Sell
29,799
-37,022
-55% -$1.92M 0.01% 857
2022
Q1 		$3.54M Buy
66,821
+37,483
+128% +$2.05M 0.03% 565
2021
Q4 		$1.65M Buy
29,338
+470
+2% +$26.4K 0.01% 839
2021
Q3 		$1.63M Sell
28,868
-2,149
-7% -$122K 0.01% 811
2021
Q2 		$1.76M Buy
31,017
+7,732
+33% +$438K 0.01% 758
2021
Q1 		$1.31M Buy
23,285
+8,310
+55% +$470K 0.01% 814
2020
Q4 		$850K Buy
14,975
+716
+5% +$40.3K 0.01% 901
2020
Q3 		$801K Buy
14,259
+86
+0.6% +$4.84K 0.01% 855
2020
Q2 		$788K Buy
+14,173
New +$778K 0.01% 806
2019
Q4 		– Sell
-22,197
Closed -$1.23M – 1537
2019
Q3 		$1.23M Buy
+22,197
New +$1.23M 0.02% 599
2019
Q1 		– Sell
-13,294
Closed -$702K – 1618
2018
Q4 		$702K Buy
+13,294
New +$695K 0.01% 747

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

MML Investors Services's MUNI Position: Q2 2026 in Review

MML Investors Services increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 12% in Q2 2026, buying an estimated $1.21M and bringing the position to 214,694 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #593.

MML Investors Services first reported a position in MUNI in Q4 2018 and has held it in 27 quarters since. The position peaked at $16.8M in Q2 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • MML Investors Services held 214,694 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $11.3M as of Q2 2026.
  • MML Investors Services bought 23,061 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.21M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #593 holding.
  • MML Investors Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2018 and has held it in 27 quarters since.
  • MML Investors Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $16.8M in Q2 2025.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.