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

EP Wealth Advisors’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	$2.63M	Buy	50,011 +35,357	+241%	+$1.85M	0.01%	514
2026 Q1	$765K	Sell	14,654 -4,575	-24%	-$241K	﹤0.01%	727
2025 Q4	$1.01M	Buy	+19,229	New	+$1.01M	0.01%	620
2025 Q2	$1.01M	Buy	19,755 +9,115	+86%	+$465K	0.01%	563
2025 Q1	$548K	Hold	10,640	–	–	﹤0.01%	674
2024 Q4	$550K	Hold	10,640	–	–	﹤0.01%	659
2024 Q3	$564K	Hold	10,640	–	–	﹤0.01%	653
2024 Q2	$554K	Hold	10,640	–	–	0.01%	512
2024 Q1	$558K	Hold	10,640	–	–	0.01%	491
2023 Q4	$562K	Buy	10,640 +4,755	+81%	+$242K	0.01%	471
2023 Q3	$295K	Buy	+5,885	New	+$302K	﹤0.01%	563
2022 Q3	–	Sell	-4,950	Closed	-$255K	–	525
2022 Q2	$255K	Buy	+4,950	New	+$256K	0.01%	520

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

EP Wealth Advisors's MUNI Position: Q2 2026 in Review

EP Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 241% in Q2 2026, buying an estimated $1.85M and bringing the position to 50,011 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #514.

EP Wealth Advisors first reported a position in MUNI in Q2 2022 and has held it in 12 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

EP Wealth Advisors held 50,011 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.63M as of Q2 2026.
EP Wealth Advisors bought 35,357 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.85M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #514 holding.
EP Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 12 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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