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Summit Financial’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Summit Financial’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 		$2.67M Buy
50,742
+27,267
+116% +$1.43M 0.03% 546
2026
Q1 		$1.23M Buy
+23,475
New +$1.24M 0.02% 708

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

Summit Financial's MUNI Position: Q2 2026 in Review

Summit Financial increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 116% in Q2 2026, buying an estimated $1.43M and bringing the position to 50,742 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #546.

Summit Financial first reported a position in MUNI in Q1 2026 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Summit Financial held 50,742 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.67M as of Q2 2026.
  • Summit Financial bought 27,267 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.43M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Summit Financial's portfolio in Q2 2026, its #546 holding.
  • Summit Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.