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Orion Portfolio Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$6.24M Sell
120,954
-10,430
-8% -$541K 0.06% 299
2024
Q4 		$6.8M Sell
131,384
-18,278
-12% -$955K 0.07% 270
2024
Q3 		$7.93M Sell
149,662
-4,908
-3% -$258K 0.08% 244
2024
Q2 		$8.05M Sell
154,570
-21,886
-12% -$1.14M 0.09% 231
2024
Q1 		$9.26M Sell
176,456
-9,259
-5% -$486K 0.1% 208
2023
Q4 		$9.8M Sell
185,715
-22,583
-11% -$1.15M 0.11% 180
2023
Q3 		$10.4M Sell
208,298
-177,088
-46% -$9.08M 0.13% 161
2023
Q2 		$20M Buy
385,386
+173,502
+82% +$9.01M 0.21% 84
2023
Q1 		$1.35M Buy
211,884
+174,828
+472% +$9.08M 0.02% 758
2022
Q4 		$1.9M Buy
37,056
+6,741
+22% +$342K 0.07% 201
2022
Q3 		$1.52M Buy
30,315
+14,815
+96% +$766K 0.06% 194
2022
Q2 		$798K Buy
15,500
+1,170
+8% +$60.5K 0.03% 290
2022
Q1 		$759K Sell
14,330
-12,805
-47% -$700K 0.03% 318
2021
Q4 		$1.52M Buy
27,135
+8,947
+49% +$503K 0.05% 210
2021
Q3 		$1.02M Buy
18,188
+2,969
+20% +$169K 0.04% 254
2021
Q2 		$864K Sell
15,219
-1,679
-10% -$95.1K 0.03% 256
2021
Q1 		$950K Buy
16,898
+2,177
+15% +$123K 0.04% 217
2020
Q4 		$835K Buy
14,721
+2,456
+20% +$138K 0.04% 224
2020
Q3 		$689K Buy
12,265
+3,990
+48% +$224K 0.04% 220
2020
Q2 		$460K Sell
8,275
-156
-2% -$8.56K 0.02% 255
2020
Q1 		$460K Buy
8,431
+10
+0.1% +$552 0.03% 210
2019
Q4 		$465K Buy
+8,421
New +$464K 0.04% 214

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Orion Portfolio Solutions's MUNI Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7.9% in Q1 2025, selling an estimated $541K and leaving 120,954 shares worth $6.24M. The position accounts for 0.06% of the portfolio, ranked #299.

Orion Portfolio Solutions first reported a position in MUNI in Q4 2019 and has held it in 22 quarters since. The position peaked at $20M in Q2 2023. 333 funds tracked by Wall St. Rank hold MUNI as of Q1 2025.

  • Orion Portfolio Solutions held 120,954 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $6.24M as of Q1 2025.
  • Orion Portfolio Solutions sold 10,430 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $541K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.06% of Orion Portfolio Solutions's portfolio in Q1 2025, its #299 holding.
  • Orion Portfolio Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $20M in Q2 2023.
  • 333 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.