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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments's MUNI Position: Q1 2026 in Review

Atria Investments increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 5.1% in Q1 2026, buying an estimated $16.6K and bringing the position to 6,443 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Atria Investments first reported a position in MUNI in Q2 2025 and has held it in 4 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Atria Investments held 6,443 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $336K as of Q1 2026.
Atria Investments bought 314 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $16.6K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1680 holding.
Atria Investments first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.