Equitable Holdings’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Equitable Holdings’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	$6.13M	Buy	116,503 +231	+0.2%	+$12.1K	0.04%	399
2026 Q1	$6.09M	Buy	116,272 +25,439	+28%	+$1.34M	0.04%	379
2025 Q4	$4.76M	Buy	90,833 +4,834	+6%	+$254K	0.03%	388
2025 Q3	$4.5M	Buy	85,999 +7,727	+10%	+$398K	0.03%	378
2025 Q2	$4.02M	Buy	78,272 +23,163	+42%	+$1.18M	0.03%	378
2025 Q1	$2.84M	Buy	55,109 +48,056	+681%	+$2.49M	0.03%	426
2024 Q4	$365K	Buy	7,053 +1,000	+17%	+$52.2K	﹤0.01%	977
2024 Q3	$321K	Buy	6,053 +860	+17%	+$45.2K	﹤0.01%	1013
2024 Q2	$270K	Hold	5,193	–	–	﹤0.01%	1021
2024 Q1	$272K	Hold	5,193	–	–	﹤0.01%	979
2023 Q4	$274K	Hold	5,193	–	–	﹤0.01%	966
2023 Q3	$260K	Hold	5,193	–	–	﹤0.01%	917
2023 Q2	$269K	Hold	5,193	–	–	﹤0.01%	884
2023 Q1	$271K	Hold	5,193	–	–	﹤0.01%	833
2022 Q4	$267K	Buy	+5,193	New	+$264K	﹤0.01%	767

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

Equitable Holdings's MUNI Position: Q2 2026 in Review

Equitable Holdings increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.2% in Q2 2026, buying an estimated $12.1K and bringing the position to 116,503 shares worth $6.13M. The position accounts for 0.04% of the portfolio, ranked #399.

Equitable Holdings first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Equitable Holdings held 116,503 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $6.13M as of Q2 2026.
Equitable Holdings bought 231 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $12.1K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.04% of Equitable Holdings's portfolio in Q2 2026, its #399 holding.
Equitable Holdings first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.