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

Beta Wealth 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
2025 Q3	–	Sell	-37,506	Closed	-$1.93M	–	124
2025 Q2	$1.93M	Sell	37,506 -1,383	-4%	-$70.6K	0.71%	38
2025 Q1	$2M	Sell	38,889 -7,183	-16%	-$373K	0.72%	37
2024 Q4	$2.38M	Sell	46,072 -1,771	-4%	-$92.5K	1.05%	29
2024 Q3	$2.53M	Sell	47,843 -1,344	-3%	-$70.6K	1.14%	29
2024 Q2	$2.56M	Buy	49,187 +2,428	+5%	+$126K	1.21%	28
2024 Q1	$2.45M	Sell	46,759 -33,041	-41%	-$1.74M	1.19%	29
2023 Q4	$4.21M	Buy	79,800 +20,765	+35%	+$1.06M	2.21%	14
2023 Q3	$2.96M	Buy	59,035 +289	+0.5%	+$14.8K	1.75%	18
2023 Q2	$3.05M	Buy	58,746 +26,432	+82%	+$1.37M	1.76%	18
2023 Q1	$1.69M	Buy	+32,314	New	+$1.68M	0.97%	31
2014 Q1	$262K	Sell	4,975 -4,200	-46%	-$221K	3.06%	15
2013 Q4	$475K	Buy	+9,175	New	+$478K	6.02%	4

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Beta Wealth Group's MUNI Position: Q3 2025 in Review

Beta Wealth Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2025, closing a stake of 37,506 shares — an estimated $1.93M sold.

Beta Wealth Group first reported a position in MUNI in Q4 2013 and held it in 12 quarters. The position peaked at $4.21M in Q4 2023. 381 funds tracked by Wall St. Rank hold MUNI as of Q3 2025.

Beta Wealth Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Beta Wealth Group sold 37,506 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $1.93M.
Beta Wealth Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2013 and held it in 12 quarters.
Beta Wealth Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.21M in Q4 2023.
381 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Beta Wealth Group's 13F filing for Q3 2025, filed 7 Nov 2025.