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

Allworth 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 		$3.83M Sell
72,805
-35,347
-33% -$1.85M 0.02% 397
2026
Q1 		$5.64M Sell
108,152
-4,171
-4% -$220K 0.02% 344
2025
Q4 		$5.89M Sell
112,323
-4,321
-4% -$227K 0.02% 331
2025
Q3 		$6.1M Sell
116,644
-1,940
-2% -$99.9K 0.03% 280
2025
Q2 		$6.09M Buy
118,584
+5,561
+5% +$284K 0.03% 273
2025
Q1 		$5.75M Sell
113,023
-16,295
-13% -$845K 0.03% 241
2024
Q4 		$6.69M Buy
129,318
+13,835
+12% +$723K 0.04% 228
2024
Q3 		$6.12M Sell
115,483
-10,437
-8% -$548K 0.04% 185
2024
Q2 		$6.59M Buy
125,920
+11,772
+10% +$612K 0.04% 186
2024
Q1 		$5.99M Sell
114,148
-895
-0.8% -$47K 0.04% 176
2023
Q4 		$6.07M Buy
115,043
+13,288
+13% +$676K 0.05% 168
2023
Q3 		$5.09M Buy
101,755
+14,392
+16% +$738K 0.04% 170
2023
Q2 		$4.53M Sell
87,363
-13,904
-14% -$722K 0.04% 178
2023
Q1 		$5.29M Sell
101,267
-11,327
-10% -$588K 0.05% 151
2022
Q4 		$5.79M Sell
112,594
-48,785
-30% -$2.48M 0.06% 129
2022
Q3 		$8.09M Buy
161,379
+111,884
+226% +$5.79M 0.1% 96
2022
Q2 		$2.55M Buy
49,495
+20,195
+69% +$1.05M 0.03% 194
2022
Q1 		$1.55M Buy
29,300
+3,080
+12% +$168K 0.02% 249
2021
Q4 		$1.47M Buy
+26,220
New +$1.47M 0.02% 234

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

Allworth Financial's MUNI Position: Q2 2026 in Review

Allworth Financial reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 33% in Q2 2026, selling an estimated $1.85M and leaving 72,805 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #397.

Allworth Financial first reported a position in MUNI in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.09M in Q3 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Allworth Financial held 72,805 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.83M as of Q2 2026.
  • Allworth Financial sold 35,347 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.85M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #397 holding.
  • Allworth Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
  • Allworth Financial's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $8.09M in Q3 2022.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.