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

Atria Wealth Solutions’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
2025 Q2	$1.57M	Buy	30,495 +2,723	+10%	+$139K	0.04%	486
2025 Q1	$1.43M	Buy	27,772 +7,649	+38%	+$397K	0.02%	749
2024 Q4	$1.04M	Buy	20,123 +16,208	+414%	+$847K	0.01%	910
2024 Q3	$207K	Sell	3,915 -4,207	-52%	-$221K	﹤0.01%	1769
2024 Q2	$423K	Sell	8,122 -161	-2%	-$8.37K	﹤0.01%	1317
2024 Q1	$435K	Buy	8,283 +389	+5%	+$20.4K	﹤0.01%	1334
2023 Q4	$417K	Buy	7,894 +13	+0.2%	+$662	0.01%	1308
2023 Q3	$395K	Buy	7,881 +12	+0.2%	+$615	0.01%	1249
2023 Q2	$408K	Sell	7,869 -126	-2%	-$6.54K	0.01%	1257
2023 Q1	$418K	Sell	7,995 -39,798	-83%	-$2.07M	0.01%	1239
2022 Q4	$2.46M	Buy	+47,793	New	+$2.43M	0.04%	442

Other funds holding MUNI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's MUNI Position: Q2 2025 in Review

Atria Wealth Solutions increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 9.8% in Q2 2025, buying an estimated $139K and bringing the position to 30,495 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #486.

Atria Wealth Solutions first reported a position in MUNI in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.46M in Q4 2022. 360 funds tracked by Wall St. Rank hold MUNI as of Q2 2025.

Atria Wealth Solutions held 30,495 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.57M as of Q2 2025.
Atria Wealth Solutions bought 2,723 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $139K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #486 holding.
Atria Wealth Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.46M in Q4 2022.
360 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.