BFP
MUNI icon

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

Briaud Financial Planning’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
Q3 		– Sell
-772
Closed -$39K – 233
2025
Q2 		$39K Buy
+772
New +$39.4K 0.02% 116

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Briaud Financial Planning's MUNI Position: Q3 2025 in Review

Briaud Financial Planning sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2025, closing a stake of 772 shares — an estimated $39K sold.

Briaud Financial Planning first reported a position in MUNI in Q2 2025 and held it in 1 quarter. The position peaked at $39K in Q2 2025. 382 funds tracked by Wall St. Rank hold MUNI as of Q3 2025.

  • Briaud Financial Planning reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 772 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $39K.
  • Briaud Financial Planning first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $39K in Q2 2025.
  • 382 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.