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 Q2	$11.9M	Buy	226,889 +25,620	+13%	+$1.34M	0.06%	302
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 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 22.96% 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

Beacon Pointe Advisors's MUNI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 13% in Q2 2026, buying an estimated $1.34M and bringing the position to 226,889 shares worth $11.9M. The position accounts for 0.06% of the portfolio, ranked #302.

Beacon Pointe Advisors first reported a position in MUNI in Q1 2025 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Beacon Pointe Advisors held 226,889 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $11.9M as of Q2 2026.
Beacon Pointe Advisors bought 25,620 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.34M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #302 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 6 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.