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

Corient Private Wealth’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	$726K	Buy	13,802 +5,616	+69%	+$294K	﹤0.01%	1991
2026 Q1	$427K	Sell	8,186 -55,359	-87%	-$2.92M	﹤0.01%	2114
2025 Q4	$3.33M	Buy	63,545 +4,270	+7%	+$224K	﹤0.01%	922
2025 Q3	$3.1M	Buy	+59,275	New	+$3.05M	﹤0.01%	884

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

Corient Private Wealth's MUNI Position: Q2 2026 in Review

Corient Private Wealth increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 69% in Q2 2026, buying an estimated $294K and bringing the position to 13,802 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Corient Private Wealth first reported a position in MUNI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.33M in Q4 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Corient Private Wealth held 13,802 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $726K as of Q2 2026.
Corient Private Wealth bought 5,616 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $294K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1991 holding.
Corient Private Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
Corient Private Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.33M in Q4 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.