Public ownership evidence

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) Ownership Disclosures

Read MUNI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
18,356
Value (USD)
$946,258
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MUNI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MUNI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2918,356$946,258None
Corient Private Wealth LP2026-06-302026-08-2813,801$725,938None
Legacy Edge Advisors, LLC2025-09-302026-08-274,774$249,585None
Dakota Wealth Management2025-12-312026-08-27160,959$8,436,282None
Dakota Wealth Management2026-03-312026-08-27177,853$9,282,140None
Advus Financial Partners, LLC2022-12-312026-08-269,701$498,437None
Kings Path Partners LLC2026-03-312026-08-2217,406$908,419None
Rehmann Capital Advisory Group2026-06-302026-08-21130,139$6,845,199None
Kingsview Wealth Management, LLC2026-06-302026-08-2076,940$4,047,044None
Goodwin Investment Advisory2026-06-302026-08-203,934$206,928None
Goodwin Investment Advisory2026-06-302026-08-204,731$248,882None
Goodwin Investment Advisory2026-06-302026-08-209,893$520,371None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2032,455$1,707,157None
Beacon Pointe Advisors, LLC2026-06-302026-08-19226,889$11,934,350None
Legacy Edge Advisors, LLC2025-06-302026-08-185,191$266,610None
Legacy Edge Advisors, LLC2025-03-312026-08-187,309$376,779None
Legacy Edge Advisors, LLC2024-09-302026-08-188,395$444,767None
Legacy Edge Advisors, LLC2024-06-302026-08-188,395$437,044None
Legacy Edge Advisors, LLC2024-03-312026-08-189,660$506,860None
Legacy Edge Advisors, LLC2024-12-312026-08-187,987$414,366None
Legacy Edge Advisors, LLC2023-12-312026-08-1812,501$660,053None
WNY Asset Management, LLC2026-06-302026-08-1866,680$3,507,367None
Corient Private Wealth LP2026-06-302026-08-1813,802$725,938None
Pure Financial Advisors, LLC2026-06-302026-08-1826,553$1,396,683None
Equitable Holdings, Inc.2026-06-302026-08-18116,503$6,128,032None
Thompson David Blair2024-12-312026-08-1561,708$3,192,171None
Thompson David Blair2025-12-312026-08-1540,419$2,118,335None
AMERIFLEX GROUP, INC.2026-06-302026-08-15411$21,619None
Modern Wealth Management, LLC2026-06-302026-08-155,755$302,713None
Vantage Point Financial LLC2026-06-302026-08-157,110$373,997None
Mutual Advisors, LLC2026-06-302026-08-155,210$274,029None
Advyzon Investment Management, LLC2026-06-302026-08-1526,482$1,392,953None
Milestone Investment Advisors LLC2026-06-302026-08-153,380$177,788None
Vertex Planning Partners, LLC2026-06-302026-08-1552,023$2,736,410None
ENTREWEALTH, LLC2026-06-302026-08-1555,936$2,896,925None
Ameritas Advisory Services, LLC2026-06-302026-08-1518,517$974,012None
WCG Wealth Advisors LLC2026-06-302026-08-151,359,631$71,516,605None
Prestige Wealth Management Group LLC2026-06-302026-08-1527,456$1,444,186None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1596,977$5,100,990None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-1596,977$5,100,990None
Qube Research & Technologies Ltd2026-06-302026-08-153,042$160,009None
IFG Advisory, LLC2026-06-302026-08-1520,380$1,071,968None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,860$1,044,653None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,600$241,960None
OSAIC HOLDINGS, INC.2026-06-302026-08-15388,507$20,438,404None
Betterment LLC2026-06-302026-08-158,479$446,000None
JANE STREET GROUP, LLC2026-06-302026-08-15140,050$7,366,630None
Orion Porfolio Solutions, LLC2026-06-302026-08-1546,698$2,456,297None
BTG Pactual Asset Management US LLC2026-06-302026-08-1571,991$3,786,727None
Regal Investment Advisors LLC2026-06-302026-08-158,507$447,469None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Advus Financial Partners, LLC ↗Kings Path Partners LLC ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗Goodwin Investment Advisory ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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