Truist Financial
MUNI icon

Truist Financial’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Truist Financial’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 		$13.5M Sell
255,838
-34
-0% -$1.78K 0.02% 554
2026
Q1 		$13.4M Buy
255,872
+10,330
+4% +$545K 0.02% 519
2025
Q4 		$12.9M Buy
245,542
+15,800
+7% +$829K 0.02% 530
2025
Q3 		$12M Sell
229,742
-850
-0.4% -$43.8K 0.02% 554
2025
Q2 		$11.8M Buy
230,592
+36,574
+19% +$1.87M 0.02% 540
2025
Q1 		$10M Buy
194,018
+69,765
+56% +$3.62M 0.02% 565
2024
Q4 		$6.43M Buy
124,253
+102,487
+471% +$5.35M 0.01% 728
2024
Q3 		$1.15M Buy
21,766
+9,030
+71% +$474K ﹤0.01% 1463
2024
Q2 		$663K Sell
12,736
-90
-0.7% -$4.68K ﹤0.01% 1815
2024
Q1 		$673K Sell
12,826
-116
-0.9% -$6.09K ﹤0.01% 1809
2023
Q4 		$683K Buy
12,942
+13
+0.1% +$662 ﹤0.01% 1800
2023
Q3 		$647K Buy
12,929
+12
+0.1% +$615 ﹤0.01% 1778
2023
Q2 		$670K Sell
12,917
-126
-1% -$6.54K ﹤0.01% 1800
2023
Q1 		$682K Buy
13,043
+604
+5% +$31.4K ﹤0.01% 1781
2022
Q4 		$639K Buy
12,439
+2,994
+32% +$152K ﹤0.01% 1788
2022
Q3 		$473K Sell
9,445
-159
-2% -$8.23K ﹤0.01% 1849
2022
Q2 		$494K Sell
9,604
-1,817
-16% -$94K ﹤0.01% 1912
2022
Q1 		$605K Sell
11,421
-6,660
-37% -$364K ﹤0.01% 1890
2021
Q4 		$1.02M Sell
18,081
-247
-1% -$13.9K ﹤0.01% 1628
2021
Q3 		$1.03M Buy
18,328
+1,975
+12% +$112K ﹤0.01% 1584
2021
Q2 		$928K Buy
16,353
+1,555
+11% +$88.1K ﹤0.01% 1693
2021
Q1 		$832K Sell
14,798
-516
-3% -$29.2K ﹤0.01% 1697
2020
Q4 		$868K Sell
15,314
-553
-3% -$31.1K ﹤0.01% 1549
2020
Q3 		$892K Buy
15,867
+3,715
+31% +$209K ﹤0.01% 1423
2020
Q2 		$676K Buy
12,152
+1,052
+9% +$57.7K ﹤0.01% 1458
2020
Q1 		$606K Sell
11,100
-640
-5% -$35.3K ﹤0.01% 1479
2019
Q4 		$648K Buy
+11,740
New +$647K ﹤0.01% 1696

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

Truist Financial's MUNI Position: Q2 2026 in Review

Truist Financial reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.01% in Q2 2026, selling an estimated $1.78K and leaving 255,838 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #554.

Truist Financial first reported a position in MUNI in Q4 2019 and has held it in 27 quarters since. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Truist Financial held 255,838 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $13.5M as of Q2 2026.
  • Truist Financial sold 34 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.78K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Truist Financial's portfolio in Q2 2026, its #554 holding.
  • Truist Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 27 quarters since.
  • 450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.