One Capital Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

One Capital Management’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	$924K	Hold	17,696	–	–	0.03%	318
2026 Q1	$924K	Sell	17,696 -956	-5%	-$50.4K	0.03%	316
2025 Q4	$978K	Buy	18,652 +305	+2%	+$16K	0.03%	301
2025 Q3	$959K	Buy	18,347 +4,356	+31%	+$224K	0.03%	279
2025 Q2	$719K	Buy	+13,991	New	+$714K	0.02%	307
2020 Q1	–	Sell	-4,681	Closed	-$258K	–	195
2019 Q4	$258K	Hold	4,681	–	–	0.04%	148
2019 Q3	$259K	Buy	4,681 +27	+0.6%	+$1.49K	0.04%	153
2019 Q2	$255K	Buy	4,654 +30	+0.6%	+$1.63K	0.04%	155
2019 Q1	$250K	Buy	4,624 +31	+0.7%	+$1.65K	0.04%	153
2018 Q4	$243K	Buy	4,593 +31	+0.7%	+$1.62K	0.05%	150
2018 Q3	$240K	Buy	4,562 +29	+0.6%	+$1.53K	0.04%	148
2018 Q2	$240K	Buy	4,533 +29	+0.6%	+$1.53K	0.05%	148
2018 Q1	$238K	Buy	4,504 +28	+0.6%	+$1.48K	0.05%	144
2017 Q4	$240K	Buy	4,476 +26	+0.6%	+$1.4K	0.05%	142
2017 Q3	$239K	Buy	+4,450	New	+$239K	0.05%	139

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

One Capital Management's MUNI Position: Q2 2026 in Review

One Capital Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2026 at 17,696 shares worth $924K. The position accounts for 0.03% of the portfolio, ranked #318.

One Capital Management first reported a position in MUNI in Q3 2017 and has held it in 15 quarters since. The position peaked at $978K in Q4 2025. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

One Capital Management held 17,696 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $924K as of Q2 2026.
One Capital Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of One Capital Management's portfolio in Q2 2026, its #318 holding.
One Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2017 and has held it in 15 quarters since.
One Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $978K in Q4 2025.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.