Principal Securities’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Principal Securities’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	$569K	Buy	10,815 +4,919	+83%	+$258K	0.01%	1021
2026 Q1	$308K	Buy	+5,896	New	+$311K	﹤0.01%	1184
2025 Q4	–	Sell	-2,747	Closed	-$144K	–	2710
2025 Q3	$144K	Buy	2,747 +113	+4%	+$5.82K	﹤0.01%	1427
2025 Q2	$135K	Buy	2,634 +271	+11%	+$13.8K	﹤0.01%	1403
2025 Q1	$122K	Hold	2,363	–	–	﹤0.01%	1341
2024 Q4	$122K	Buy	2,363 +21	+0.9%	+$1.1K	﹤0.01%	1341
2024 Q3	$124K	Buy	2,342 +1,512	+182%	+$79.4K	﹤0.01%	1300
2024 Q2	$43.2K	Buy	830 +38	+5%	+$1.98K	﹤0.01%	1688
2024 Q1	$41.6K	Buy	792 +6	+0.8%	+$315	﹤0.01%	1652
2023 Q4	$41.5K	Buy	+786	New	+$40K	﹤0.01%	1569

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

Principal Securities's MUNI Position: Q2 2026 in Review

Principal Securities increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 83% in Q2 2026, buying an estimated $258K and bringing the position to 10,815 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #1021.

Principal Securities first reported a position in MUNI in Q4 2023 and has held it in 10 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Principal Securities held 10,815 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $569K as of Q2 2026.
Principal Securities bought 4,919 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $258K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1021 holding.
Principal Securities first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.