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

Arkadios Wealth Advisors’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	$3.42M	Buy	65,075 +24,473	+60%	+$1.28M	0.05%	361
2026 Q1	$2.12M	Sell	40,602 -5,009	-11%	-$264K	0.03%	488
2025 Q4	$2.39M	Buy	45,611 +2,738	+6%	+$144K	0.05%	402
2025 Q3	$2.24M	Buy	+42,873	New	+$2.21M	0.05%	369

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

Arkadios Wealth Advisors's MUNI Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 60% in Q2 2026, buying an estimated $1.28M and bringing the position to 65,075 shares worth $3.42M. The position accounts for 0.05% of the portfolio, ranked #361.

Arkadios Wealth Advisors first reported a position in MUNI in Q3 2025 and has held it in 4 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Arkadios Wealth Advisors held 65,075 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.42M as of Q2 2026.
Arkadios Wealth Advisors bought 24,473 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.28M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #361 holding.
Arkadios Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.