Atlantic Union Bankshares’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Atlantic Union Bankshares’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	$6.97M	Sell	132,496 -7,008	-5%	-$367K	0.12%	168
2026 Q1	$7.28M	Buy	139,504 +5,512	+4%	+$291K	0.14%	151
2025 Q4	$7.02M	Buy	133,992 +49,604	+59%	+$2.6M	0.13%	147
2025 Q3	$4.41M	Buy	84,388 +16,578	+24%	+$854K	0.08%	208
2025 Q2	$3.48M	Buy	+67,810	New	+$3.46M	0.08%	211

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

Atlantic Union Bankshares's MUNI Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5% in Q2 2026, selling an estimated $367K and leaving 132,496 shares worth $6.97M. The position accounts for 0.12% of the portfolio, ranked #168.

Atlantic Union Bankshares first reported a position in MUNI in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.28M in Q1 2026. 449 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Atlantic Union Bankshares held 132,496 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $6.97M as of Q2 2026.
Atlantic Union Bankshares sold 7,008 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $367K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.12% of Atlantic Union Bankshares's portfolio in Q2 2026, its #168 holding.
Atlantic Union Bankshares first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $7.28M in Q1 2026.
449 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.