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Belpointe Asset Management’s
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
Stock Holding History
Belpointe Asset Management’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
$3.93M
Buy
75,263
+4,988
+7%
+$263K
0.14%
126
2025
Q4
$3.68M
Sell
70,275
-4,529
-6%
-$238K
0.13%
130
2025
Q3
$3.91M
Buy
74,804
+15,912
+27%
+$820K
0.15%
118
2025
Q2
$3.02M
Buy
58,892
+43,535
+283%
+$2.22M
0.13%
147
2025
Q1
$792K
Buy
+15,357
New
+$797K
0.04%
405
2023
Q2
–
Sell
-8,247
Closed
-$431K
–
2306
2023
Q1
$431K
Sell
8,247
-2,568
-24%
-$133K
0.02%
613
2022
Q4
$556K
Buy
10,815
+3,142
+41%
+$159K
0.03%
490
2022
Q3
$385K
Buy
7,673
+1,238
+19%
+$64.1K
0.03%
599
2022
Q2
$331K
Buy
6,435
+1,027
+19%
+$53.1K
0.02%
637
2022
Q1
$287K
Buy
5,408
+21
+0.4%
+$1.15K
0.02%
744
2021
Q4
$303K
Buy
5,387
+22
+0.4%
+$1.24K
0.02%
705
2021
Q3
$302K
Buy
5,365
+21
+0.4%
+$1.19K
0.02%
678
2021
Q2
$303K
Buy
5,344
+21
+0.4%
+$1.19K
0.02%
657
2021
Q1
$299K
Buy
5,323
+23
+0.4%
+$1.3K
0.03%
604
2020
Q4
$301K
Buy
5,300
+24
+0.5%
+$1.35K
0.03%
555
2020
Q3
$297K
Buy
+5,276
New
+$297K
0.03%
440
2020
Q1
–
Sell
-3,642
Closed
-$201K
–
723
2019
Q4
$201K
Buy
+3,642
New
+$201K
0.03%
538
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
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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