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

Curran Financial Partners’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	$2.07M	Buy	39,363 +16,639	+73%	+$871K	0.31%	50
2026 Q1	$1.19M	Sell	22,724 -2,054	-8%	-$108K	0.21%	53
2025 Q4	$1.3M	Buy	24,778 +3,482	+16%	+$183K	0.25%	54
2025 Q3	$1.11M	Buy	21,296 +7,416	+53%	+$382K	0.22%	57
2025 Q2	$713K	Sell	13,880 -1,484	-10%	-$75.7K	0.16%	72
2025 Q1	$792K	Buy	15,364 +7,355	+92%	+$381K	0.19%	52
2024 Q4	$414K	Buy	8,009 +3,631	+83%	+$190K	0.11%	68
2024 Q3	$232K	Buy	+4,378	New	+$230K	0.07%	84

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

Curran Financial Partners's MUNI Position: Q2 2026 in Review

Curran Financial Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 73% in Q2 2026, buying an estimated $871K and bringing the position to 39,363 shares worth $2.07M. The position accounts for 0.31% of the portfolio, ranked #50.

Curran Financial Partners first reported a position in MUNI in Q3 2024 and has held it in 8 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Curran Financial Partners held 39,363 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.07M as of Q2 2026.
Curran Financial Partners bought 16,639 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $871K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.31% of Curran Financial Partners's portfolio in Q2 2026, its #50 holding.
Curran Financial Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.