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

TD 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 		$8.89M Buy
169,014
+13,328
+9% +$698K 0.73% 35
2026
Q1 		$8.13M Buy
155,686
+16,958
+12% +$894K 0.73% 37
2025
Q4 		$7.27M Buy
138,728
+1,947
+1% +$102K 0.65% 38
2025
Q3 		$7.15M Buy
136,781
+5,738
+4% +$296K 0.64% 38
2025
Q2 		$6.73M Buy
131,043
+3,761
+3% +$192K 0.64% 37
2025
Q1 		$6.56M Buy
127,282
+21,790
+21% +$1.13M 0.66% 36
2024
Q4 		$5.46M Sell
105,492
-28,517
-21% -$1.49M 0.55% 34
2024
Q3 		$7.1M Buy
134,009
+20,764
+18% +$1.09M 0.71% 34
2024
Q2 		$5.9M Buy
113,245
+23,866
+27% +$1.24M 0.62% 36
2024
Q1 		$4.69M Buy
89,379
+27,413
+44% +$1.44M 0.5% 37
2023
Q4 		$3.27M Buy
61,966
+6,774
+12% +$345K 0.37% 39
2023
Q3 		$2.76M Sell
55,192
-13,302
-19% -$682K 0.34% 39
2023
Q2 		$3.55M Buy
68,494
+21,722
+46% +$1.13M 0.42% 38
2023
Q1 		$2.44M Buy
46,772
+921
+2% +$47.8K 0.3% 39
2022
Q4 		$2.36M Buy
45,851
+29,243
+176% +$1.48M 0.31% 39
2022
Q3 		$832K Buy
16,608
+235
+1% +$12.2K 0.12% 43
2022
Q2 		$843K Buy
16,373
+6,147
+60% +$318K 0.11% 45
2022
Q1 		$542K Buy
10,226
+4,213
+70% +$230K 0.06% 54
2021
Q4 		$338K Buy
6,013
+24
+0.4% +$1.35K 0.04% 67
2021
Q3 		$338K Buy
+5,989
New +$340K 0.04% 63

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

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

TD Capital Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8.6% in Q2 2026, buying an estimated $698K and bringing the position to 169,014 shares worth $8.89M. The position accounts for 0.73% of the portfolio, ranked #35.

TD Capital Management first reported a position in MUNI in Q3 2021 and has held it in 20 quarters since. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • TD Capital Management held 169,014 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $8.89M as of Q2 2026.
  • TD Capital Management bought 13,328 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $698K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.73% of TD Capital Management's portfolio in Q2 2026, its #35 holding.
  • TD Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 20 quarters since.
  • 449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.