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

Atlas Legacy 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	$362K	Sell	6,883 -306	-4%	-$16K	0.05%	169
2026 Q1	$375K	Sell	7,189 -62	-0.9%	-$3.27K	0.07%	146
2025 Q4	$380K	Sell	7,251 -254	-3%	-$13.3K	0.07%	149
2025 Q3	$392K	Sell	7,505 -152	-2%	-$7.83K	0.08%	141
2025 Q2	$393K	Buy	7,657 +1,513	+25%	+$77.2K	0.09%	132
2025 Q1	$317K	Sell	6,144 -1,659	-21%	-$86K	0.08%	142
2024 Q4	$404K	Buy	+7,803	New	+$408K	0.1%	123

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

Atlas Legacy Advisors's MUNI Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.3% in Q2 2026, selling an estimated $16K and leaving 6,883 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #169.

Atlas Legacy Advisors first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $404K in Q4 2024. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Atlas Legacy Advisors held 6,883 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $362K as of Q2 2026.
Atlas Legacy Advisors sold 306 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $16K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.05% of Atlas Legacy Advisors's portfolio in Q2 2026, its #169 holding.
Atlas Legacy Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $404K in Q4 2024.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.