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

XML 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 		$3.51M Buy
66,797
+11,942
+22% +$625K 0.26% 89
2026
Q1 		$2.86M Buy
54,855
+20,812
+61% +$1.1M 0.23% 95
2025
Q4 		$1.78M Buy
34,043
+8,018
+31% +$421K 0.15% 134
2025
Q3 		$1.36M Sell
26,025
-201,123
-89% -$10.4M 0.11% 158
2025
Q2 		$11.7M Sell
227,148
-2,224
-1% -$113K 1.01% 24
2025
Q1 		$11.8M Buy
229,372
+2,883
+1% +$150K 1.1% 21
2024
Q4 		$11.7M Sell
226,489
-786
-0.3% -$41.1K 1.07% 22
2024
Q3 		$12M Buy
227,275
+62,063
+38% +$3.26M 1.12% 19
2024
Q2 		$8.6M Sell
165,212
-32,261
-16% -$1.68M 0.87% 28
2024
Q1 		$10.4M Buy
197,473
+44,825
+29% +$2.35M 1.06% 21
2023
Q4 		$8.06M Buy
152,648
+12,132
+9% +$618K 0.85% 30
2023
Q3 		$7.04M Buy
140,516
+135,118
+2,503% +$6.93M 0.84% 34
2023
Q2 		$280K Sell
5,398
-140
-3% -$7.27K 0.03% 279
2023
Q1 		$289K Buy
5,538
+14
+0.3% +$727 0.04% 267
2022
Q4 		$284K Sell
5,524
-283
-5% -$14.4K 0.04% 270
2022
Q3 		$291K Buy
5,807
+26
+0.4% +$1.34K 0.04% 254
2022
Q2 		$298K Buy
5,781
+22
+0.4% +$1.14K 0.07% 175
2022
Q1 		$305K Buy
5,759
+227
+4% +$12.4K 0.04% 259
2021
Q4 		$311K Buy
5,532
+425
+8% +$23.9K 0.04% 256
2021
Q3 		$288K Buy
5,107
+957
+23% +$54.4K 0.04% 250
2021
Q2 		$236K Buy
+4,150
New +$235K 0.05% 198

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

XML Financial's MUNI Position: Q2 2026 in Review

XML Financial increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 22% in Q2 2026, buying an estimated $625K and bringing the position to 66,797 shares worth $3.51M. The position accounts for 0.26% of the portfolio, ranked #89.

XML Financial first reported a position in MUNI in Q2 2021 and has held it in 21 quarters since. The position peaked at $12M in Q3 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • XML Financial held 66,797 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.51M as of Q2 2026.
  • XML Financial bought 11,942 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $625K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.26% of XML Financial's portfolio in Q2 2026, its #89 holding.
  • XML Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2021 and has held it in 21 quarters since.
  • XML Financial's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $12M in Q3 2024.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.