Trust Point Inc’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Trust Point Inc’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	$218K	Buy	+4,149	New	+$217K	0.02%	434

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

Trust Point Inc's MUNI Position: Q2 2026 in Review

Trust Point Inc opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026: 4,149 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #434 among its holdings.

448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Trust Point Inc held 4,149 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $218K as of Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Trust Point Inc position in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #434 holding.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.