Concurrent Investment Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Concurrent Investment Advisors’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	$1.47M	Buy	27,975 +1,820	+7%	+$95.3K	0.01%	828
2026 Q1	$1.37M	Buy	26,155 +6,372	+32%	+$336K	0.01%	754
2025 Q4	$1.04M	Buy	19,783 +810	+4%	+$42.5K	0.01%	817
2025 Q3	$992K	Sell	18,973 -282	-1%	-$14.5K	0.02%	658
2025 Q2	$989K	Buy	19,255 +5,596	+41%	+$286K	0.02%	599
2025 Q1	$704K	Buy	13,659 +2,074	+18%	+$108K	0.02%	643
2024 Q4	$599K	Buy	11,585 +83	+0.7%	+$4.34K	0.02%	625
2024 Q3	$609K	Buy	11,502 +1,254	+12%	+$65.9K	0.02%	579
2024 Q2	$534K	Buy	10,248 +86	+0.8%	+$4.47K	0.02%	567
2024 Q1	$533K	Buy	+10,162	New	+$534K	0.02%	534

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 22.9% 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

Concurrent Investment Advisors's MUNI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 7% in Q2 2026, buying an estimated $95.3K and bringing the position to 27,975 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #828.

Concurrent Investment Advisors first reported a position in MUNI in Q1 2024 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Concurrent Investment Advisors held 27,975 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.47M as of Q2 2026.
Concurrent Investment Advisors bought 1,820 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $95.3K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #828 holding.
Concurrent Investment Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
450 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.