Betterment LLC’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Betterment LLC’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	$446K	Buy	8,479 +536	+7%	+$28.1K	﹤0.01%	509
2026 Q1	$415K	Buy	7,943 +444	+6%	+$23.4K	﹤0.01%	473
2025 Q4	$393K	Buy	7,499 +632	+9%	+$33.2K	﹤0.01%	451
2025 Q3	$359K	Buy	6,867 +77	+1%	+$3.97K	﹤0.01%	433
2025 Q2	$349K	Sell	6,790 -1,709	-20%	-$87.2K	﹤0.01%	409
2025 Q1	$438K	Buy	8,499 +1,816	+27%	+$94.2K	﹤0.01%	349
2024 Q4	$346K	Buy	6,683 +237	+4%	+$12.4K	﹤0.01%	365
2024 Q3	$342K	Sell	6,446 -431	-6%	-$22.6K	﹤0.01%	352
2024 Q2	$358K	Buy	+6,877	New	+$357K	﹤0.01%	323

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

Betterment LLC's MUNI Position: Q2 2026 in Review

Betterment LLC increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.7% in Q2 2026, buying an estimated $28.1K and bringing the position to 8,479 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Betterment LLC first reported a position in MUNI in Q2 2024 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Betterment LLC held 8,479 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $446K as of Q2 2026.
Betterment LLC bought 536 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $28.1K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #509 holding.
Betterment LLC first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.