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

Astoria Portfolio 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 		$520K Buy
9,882
+1,243
+14% +$65.1K 0.09% 175
2026
Q1 		$454K Sell
8,639
-1,641
-16% -$86.5K 0.1% 158
2025
Q4 		$547K Sell
10,280
-4,751
-32% -$249K 0.12% 127
2025
Q3 		$786K Buy
15,031
+1,992
+15% +$103K 0.21% 83
2025
Q2 		$664K Sell
13,039
-2,197
-14% -$112K 0.19% 103
2025
Q1 		$773K Buy
15,236
+1,821
+14% +$94.4K 0.26% 89
2024
Q4 		$689K Buy
13,415
+2,318
+21% +$121K 0.25% 83
2024
Q3 		$582K Sell
11,097
-814
-7% -$42.8K 0.2% 87
2024
Q2 		$620K Sell
11,911
-148
-1% -$7.69K 0.22% 73
2024
Q1 		$626K Sell
12,059
-701
-5% -$36.8K 0.24% 72
2023
Q4 		$668K Buy
12,760
+390
+3% +$19.9K 0.27% 67
2023
Q3 		$612K Sell
12,370
-499
-4% -$25.6K 0.3% 68
2023
Q2 		$666K Buy
12,869
+589
+5% +$30.6K 0.26% 73
2023
Q1 		$641K Buy
12,280
+4,157
+51% +$216K 0.27% 71
2022
Q4 		$426K Sell
8,123
-18,285
-69% -$928K 0.2% 100
2022
Q3 		$1.32M Buy
+26,408
New +$1.37M 0.9% 23

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

Astoria Portfolio Advisors's MUNI Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 14% in Q2 2026, buying an estimated $65.1K and bringing the position to 9,882 shares worth $520K. The position accounts for 0.09% of the portfolio, ranked #175.

Astoria Portfolio Advisors first reported a position in MUNI in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q3 2022. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Astoria Portfolio Advisors held 9,882 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $520K as of Q2 2026.
  • Astoria Portfolio Advisors bought 1,243 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $65.1K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.09% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #175 holding.
  • Astoria Portfolio Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • Astoria Portfolio Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.32M 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 Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.