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

Dakota 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 		$10.1M Buy
191,515
+13,662
+8% +$716K 0.19% 110
2026
Q1 		$9.28M Buy
177,853
+16,894
+10% +$891K 0.2% 114
2025
Q4 		$8.44M Buy
+160,959
New +$8.45M 0.15% 121

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

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

Dakota Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7.7% in Q2 2026, buying an estimated $716K and bringing the position to 191,515 shares worth $10.1M. The position accounts for 0.19% of the portfolio, ranked #110.

Dakota Wealth Management first reported a position in MUNI in Q4 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Dakota Wealth Management held 191,515 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $10.1M as of Q2 2026.
  • Dakota Wealth Management bought 13,662 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $716K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.19% of Dakota Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Dakota Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.