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 Q2	$5.44M	Buy	103,366 +28,103	+37%	+$1.47M	0.18%	106
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 $1.55T 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

Belpointe Asset Management's MUNI Position: Q2 2026 in Review

Belpointe Asset Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 37% in Q2 2026, buying an estimated $1.47M and bringing the position to 103,366 shares worth $5.44M. The position accounts for 0.18% of the portfolio, ranked #106.

Belpointe Asset Management first reported a position in MUNI in Q4 2019 and has held it in 18 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Belpointe Asset Management held 103,366 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $5.44M as of Q2 2026.
Belpointe Asset Management bought 28,103 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.47M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.18% of Belpointe Asset Management's portfolio in Q2 2026, its #106 holding.
Belpointe Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 18 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.