Steward Partners Investment Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Steward Partners Investment Advisory’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	$3.73M	Buy	70,937 +2,116	+3%	+$111K	0.02%	667
2026 Q1	$3.59M	Buy	68,821 +14,165	+26%	+$747K	0.02%	633
2025 Q4	$2.86M	Buy	54,656 +472	+0.9%	+$24.8K	0.02%	650
2025 Q3	$2.83M	Buy	54,184 +699	+1%	+$36K	0.02%	655
2025 Q2	$2.75M	Buy	53,485 +7,653	+17%	+$391K	0.02%	599
2025 Q1	$2.36M	Buy	45,832 +23,350	+104%	+$1.21M	0.02%	615
2024 Q4	$1.16M	Sell	22,482 -19,953	-47%	-$1.04M	0.01%	822
2024 Q3	$2.25M	Buy	42,435 +977	+2%	+$51.3K	0.02%	592
2024 Q2	$2.16M	Sell	41,458 -91	-0.2%	-$4.73K	0.02%	562
2024 Q1	$2.18M	Buy	41,549 +29,103	+234%	+$1.53M	0.02%	559
2023 Q4	$657K	Buy	12,446 +12,028	+2,878%	+$612K	0.01%	875
2023 Q3	$20.9K	Sell	418 -568	-58%	-$29.1K	﹤0.01%	2285
2023 Q2	$51.1K	Hold	986	–	–	﹤0.01%	1873
2023 Q1	$51.5K	Sell	986 -18,124	-95%	-$941K	﹤0.01%	1851
2022 Q4	$982K	Buy	19,110 +18,124	+1,838%	+$920K	0.02%	667
2022 Q3	$49K	Sell	986 -41	-4%	-$2.12K	﹤0.01%	1802
2022 Q2	$53K	Hold	1,027	–	–	﹤0.01%	1779
2022 Q1	$54K	Buy	1,027 +204	+25%	+$11.2K	﹤0.01%	1879
2021 Q4	$46K	Buy	823 +568	+223%	+$31.9K	﹤0.01%	1965
2021 Q3	$14K	Hold	255	–	–	﹤0.01%	2479
2021 Q2	$14K	Hold	255	–	–	﹤0.01%	5611
2021 Q1	$14.3K	Buy	+255	New	+$14.4K	﹤0.01%	2630

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

Steward Partners Investment Advisory's MUNI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.1% in Q2 2026, buying an estimated $111K and bringing the position to 70,937 shares worth $3.73M. The position accounts for 0.02% of the portfolio, ranked #667.

Steward Partners Investment Advisory first reported a position in MUNI in Q1 2021 and has held it in 22 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Steward Partners Investment Advisory held 70,937 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.73M as of Q2 2026.
Steward Partners Investment Advisory bought 2,116 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $111K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #667 holding.
Steward Partners Investment Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2021 and has held it in 22 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.