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

Beacon Pointe 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
Q1 		$10.5M Buy
201,269
+16,124
+9% +$850K 0.06% 305
2025
Q4 		$9.7M Buy
185,145
+2,245
+1% +$118K 0.07% 264
2025
Q3 		$9.56M Buy
182,900
+11,507
+7% +$593K 0.08% 229
2025
Q2 		$8.8M Buy
171,393
+158,691
+1,249% +$8.1M 0.09% 199
2025
Q1 		$655K Buy
+12,702
New +$659K 0.01% 760

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beacon Pointe Advisors's MUNI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8.7% in Q1 2026, buying an estimated $850K and bringing the position to 201,269 shares worth $10.5M. The position accounts for 0.06% of the portfolio, ranked #305.

Beacon Pointe Advisors first reported a position in MUNI in Q1 2025 and has held it in 5 quarters since. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

  • Beacon Pointe Advisors held 201,269 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $10.5M as of Q1 2026.
  • Beacon Pointe Advisors bought 16,124 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $850K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #305 holding.
  • Beacon Pointe Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
  • 434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.