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

Biltmore Wealth 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 		$452K Sell
8,599
-3,335
-28% -$175K 0.14% 44
2026
Q1 		$623K Sell
11,934
-9,281
-44% -$489K 0.22% 38
2025
Q4 		$1.11M Sell
21,215
-1,223
-5% -$64.2K 0.42% 24
2025
Q3 		$1.17M Sell
22,438
-28,122
-56% -$1.45M 0.45% 20
2025
Q2 		$2.6M Sell
50,560
-67,896
-57% -$3.46M 1.05% 14
2025
Q1 		$6.11M Sell
118,456
-117
-0.1% -$6.07K 2.58% 14
2024
Q4 		$6.13M Buy
118,573
+923
+0.8% +$48.2K 2.55% 14
2024
Q3 		$6.23M Buy
117,650
+44,837
+62% +$2.36M 2.56% 14
2024
Q2 		$3.79M Buy
72,813
+800
+1% +$41.6K 1.64% 14
2024
Q1 		$3.8M Hold
72,013
– – 1.81% 14
2023
Q4 		$3.8M Sell
72,013
-218,204
-75% -$11.1M 1.81% 14
2023
Q3 		$14.5M Buy
290,217
+19,752
+7% +$1.01M 7.02% 6
2023
Q2 		$14M Buy
270,465
+2,917
+1% +$151K 5.95% 7
2023
Q1 		$14M Sell
267,548
-3,636
-1% -$189K 5.64% 7
2022
Q4 		$13.9M Sell
271,184
-1,564
-0.6% -$79.4K 6.01% 7
2022
Q3 		$13.7M Sell
272,748
-2,275
-0.8% -$118K 6.28% 7
2022
Q2 		$14.2M Buy
275,023
+3,030
+1% +$157K 6.23% 7
2022
Q1 		$14.4M Sell
271,993
-994
-0.4% -$54.4K 5.6% 7
2021
Q4 		$15.3M Sell
272,987
-949
-0.3% -$53.4K 5.77% 7
2021
Q3 		$15.4M Buy
+273,936
New +$15.6M 6.18% 7

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

Biltmore Wealth Management's MUNI Position: Q2 2026 in Review

Biltmore Wealth Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 28% in Q2 2026, selling an estimated $175K and leaving 8,599 shares worth $452K. The position accounts for 0.14% of the portfolio, ranked #44.

Biltmore Wealth Management first reported a position in MUNI in Q3 2021 and has held it in 20 quarters since. The position peaked at $15.4M in Q3 2021. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Biltmore Wealth Management held 8,599 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $452K as of Q2 2026.
  • Biltmore Wealth Management sold 3,335 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $175K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.14% of Biltmore Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Biltmore Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 20 quarters since.
  • Biltmore Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $15.4M in Q3 2021.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.