B. Riley Wealth Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

B. Riley Wealth 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
2025 Q4	–	Sell	-9,200	Closed	-$481K	–	1122
2025 Q3	$481K	Sell	9,200 -8,800	-49%	-$453K	0.02%	544
2025 Q2	$924K	Sell	18,000 -356	-2%	-$18.2K	0.04%	370
2025 Q1	$946K	Buy	18,356 +801	+5%	+$41.5K	0.03%	523
2024 Q4	$911K	Sell	17,555 -7,099	-29%	-$371K	0.03%	479
2024 Q3	$1.31M	Buy	24,654 +2	+0%	+$105	0.04%	430
2024 Q2	$1.28M	Buy	24,652 +3,352	+16%	+$174K	0.03%	462
2024 Q1	$1.07M	Sell	21,300 -3,350	-14%	-$176K	0.03%	507
2023 Q4	$1.3M	Buy	24,650 +3,350	+16%	+$171K	0.04%	458
2023 Q3	$1.07M	Hold	21,300	–	–	0.03%	507
2023 Q2	$1.1M	Sell	21,300 -800	-4%	-$41.5K	0.02%	535
2023 Q1	$1.15M	Sell	22,100 -1,000	-4%	-$51.9K	0.03%	498
2022 Q4	$1.19M	Buy	23,100 +8,700	+60%	+$442K	0.03%	477
2022 Q3	$722K	Buy	+14,400	New	+$745K	0.02%	623

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $4.22B AUM 26.72% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

B. Riley Wealth Advisors's MUNI Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2025, closing a stake of 9,200 shares — an estimated $481K sold.

B. Riley Wealth Advisors first reported a position in MUNI in Q3 2022 and held it in 13 quarters. The position peaked at $1.31M in Q3 2024. 413 funds tracked by Wall St. Rank hold MUNI as of Q4 2025.

B. Riley Wealth Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,200 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $481K.
B. Riley Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and held it in 13 quarters.
B. Riley Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.31M in Q3 2024.
413 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.