Stratos Wealth Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Stratos Wealth Partners’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	$3.33M	Buy	63,345 +4,116	+7%	+$216K	0.03%	448
2026 Q1	$3.09M	Sell	59,229 -16,001	-21%	-$844K	0.04%	443
2025 Q4	$3.94M	Buy	75,230 +19,764	+36%	+$1.04M	0.04%	383
2025 Q3	$2.9M	Sell	55,466 -98	-0.2%	-$5.05K	0.03%	440
2025 Q2	$2.85M	Buy	55,564 +23,727	+75%	+$1.21M	0.04%	405
2025 Q1	$1.64M	Buy	31,837 +9,316	+41%	+$483K	0.03%	498
2024 Q4	$1.17M	Buy	22,521 +8,193	+57%	+$428K	0.02%	642
2024 Q3	$759K	Buy	14,328 +900	+7%	+$47.3K	0.01%	779
2024 Q2	$699K	Buy	13,428 +11	+0.1%	+$572	0.01%	779
2024 Q1	$704K	Buy	13,417 +4,585	+52%	+$241K	0.01%	767
2023 Q4	$466K	Buy	+8,832	New	+$450K	0.01%	895
2022 Q1	–	Sell	-3,747	Closed	-$211K	–	1322
2021 Q4	$211K	Buy	+3,747	New	+$211K	﹤0.01%	1150
2018 Q4	–	Sell	-1,054	Closed	-$55K	–	1869
2018 Q3	$55K	Buy	+1,054	New	+$55.6K	﹤0.01%	1409
2018 Q2	–	Sell	-1,052	Closed	-$56K	–	1979
2018 Q1	$56K	Buy	+1,052	New	+$55.7K	﹤0.01%	1515

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

Stratos Wealth Partners's MUNI Position: Q2 2026 in Review

Stratos Wealth Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.9% in Q2 2026, buying an estimated $216K and bringing the position to 63,345 shares worth $3.33M. The position accounts for 0.03% of the portfolio, ranked #448.

Stratos Wealth Partners first reported a position in MUNI in Q1 2018 and has held it in 14 quarters since. The position peaked at $3.94M in Q4 2025. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Stratos Wealth Partners held 63,345 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.33M as of Q2 2026.
Stratos Wealth Partners bought 4,116 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $216K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Stratos Wealth Partners's portfolio in Q2 2026, its #448 holding.
Stratos Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2018 and has held it in 14 quarters since.
Stratos Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.94M 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 Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.