V
MUNI icon

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

ViaWealth’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 		$2.62M Sell
49,835
-1,396
-3% -$73.1K 1.32% 16
2026
Q1 		$2.67M Buy
51,231
+625
+1% +$33K 1.49% 14
2025
Q4 		$2.65M Buy
50,606
+519
+1% +$27.2K 1.49% 15
2025
Q3 		$2.62M Buy
50,087
+3,591
+8% +$185K 1.43% 14
2025
Q2 		$2.39M Buy
46,496
+3,427
+8% +$175K 1.41% 14
2025
Q1 		$2.22M Buy
43,069
+240
+0.6% +$12.4K 1.37% 19
2024
Q4 		$2.22M Buy
42,829
+7,397
+21% +$386K 1.34% 18
2024
Q3 		$1.88M Buy
35,432
+568
+2% +$29.8K 1.09% 22
2024
Q2 		$1.82M Buy
34,864
+4,701
+16% +$244K 1.13% 23
2024
Q1 		$1.58M Buy
30,163
+11,895
+65% +$625K 0.99% 27
2023
Q4 		$965K Buy
18,268
+1,359
+8% +$69.2K 0.66% 39
2023
Q3 		$847K Buy
16,909
+2,403
+17% +$123K 0.62% 49
2023
Q2 		$752K Sell
14,506
-380
-3% -$19.7K 0.56% 59
2023
Q1 		$778K Buy
14,886
+256
+2% +$13.3K 0.62% 53
2022
Q4 		$760K Buy
+14,630
New +$743K 0.62% 52

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

ViaWealth's MUNI Position: Q2 2026 in Review

ViaWealth reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.7% in Q2 2026, selling an estimated $73.1K and leaving 49,835 shares worth $2.62M. The position accounts for 1.32% of the portfolio, ranked #16.

ViaWealth first reported a position in MUNI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.67M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • ViaWealth held 49,835 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.62M as of Q2 2026.
  • ViaWealth sold 1,396 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $73.1K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.32% of ViaWealth's portfolio in Q2 2026, its #16 holding.
  • ViaWealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.67M in Q1 2026.
  • 448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.