Arrowroot Family Office’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Arrowroot Family Office’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	$3.27M	Buy	62,137 +446	+0.7%	+$23.4K	0.94%	25
2026 Q1	$3.22M	Sell	61,691 -19	-0%	-$1K	1.06%	24
2025 Q4	$3.23M	Buy	61,710 +298	+0.5%	+$15.6K	1.18%	25
2025 Q3	$3.21M	Buy	61,412 +3,758	+7%	+$194K	1.28%	22
2025 Q2	$2.96M	Buy	+57,654	New	+$2.94M	1.33%	20
2024 Q4	$2.72M	Sell	52,504 -834	-2%	-$43.6K	1.41%	22
2024 Q3	$2.83M	Buy	53,338 +2,520	+5%	+$132K	1.65%	18
2024 Q2	$2.65M	Buy	50,818 +1,002	+2%	+$52.1K	1.69%	17
2024 Q1	$2.61M	Sell	49,816 -1,488	-3%	-$78.2K	1.67%	16
2023 Q4	$2.71M	Buy	51,304 +91	+0.2%	+$4.63K	1.92%	14
2023 Q3	$2.56M	Sell	51,213 -4,998	-9%	-$256K	2.02%	11
2023 Q2	$2.91M	Sell	56,211 -900	-2%	-$46.7K	2.21%	9
2023 Q1	$2.98M	Buy	+57,111	New	+$2.97M	2.55%	6

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

Arrowroot Family Office's MUNI Position: Q2 2026 in Review

Arrowroot Family Office increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.72% in Q2 2026, buying an estimated $23.4K and bringing the position to 62,137 shares worth $3.27M. The position accounts for 0.94% of the portfolio, ranked #25.

Arrowroot Family Office first reported a position in MUNI in Q1 2023 and has held it in 13 quarters since. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Arrowroot Family Office held 62,137 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.27M as of Q2 2026.
Arrowroot Family Office bought 446 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $23.4K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.94% of Arrowroot Family Office's portfolio in Q2 2026, its #25 holding.
Arrowroot Family Office first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 13 quarters since.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.