Atria Investments’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Atria Investments’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	–	Sell	-6,443	Closed	-$336K	–	2226
2026 Q1	$336K	Buy	6,443 +314	+5%	+$16.6K	﹤0.01%	1680
2025 Q4	$321K	Buy	6,129 +198	+3%	+$10.4K	﹤0.01%	1706
2025 Q3	$310K	Buy	5,931 +1,834	+45%	+$94.5K	﹤0.01%	1702
2025 Q2	$210K	Buy	+4,097	New	+$209K	﹤0.01%	1899

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 22.9% 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

Atria Investments's MUNI Position: Q2 2026 in Review

Atria Investments sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026, closing a stake of 6,443 shares — an estimated $336K sold.

Atria Investments first reported a position in MUNI in Q2 2025 and held it in 4 quarters. The position peaked at $336K in Q1 2026. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Atria Investments reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 6,443 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $336K.
Atria Investments first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and held it in 4 quarters.
Atria Investments's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $336K in Q1 2026.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.