Bessemer Group
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Bessemer Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bessemer Group’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 		– Sell
-40,008
Closed -$2.09M – 2601
2026
Q1 		$2.09M Buy
+40,008
New +$2.11M ﹤0.01% 810
2025
Q2 		– Sell
-3,863
Closed -$199K – 2557
2025
Q1 		$199K Buy
+3,863
New +$200K ﹤0.01% 1079

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group's MUNI Position: Q2 2026 in Review

Bessemer Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026, closing a stake of 40,008 shares — an estimated $2.09M sold.

Bessemer Group first reported a position in MUNI in Q1 2025 and held it in 2 quarters. The position peaked at $2.09M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Bessemer Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 40,008 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.09M.
  • Bessemer Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and held it in 2 quarters.
  • Bessemer Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.09M in Q1 2026.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.