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

ERn Financial LLC’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 		$7.27M Buy
138,155
+3,027
+2% +$159K 1.2% 30
2026
Q1 		$7.05M Buy
135,128
+4,751
+4% +$251K 1.33% 27
2025
Q4 		$6.83M Buy
130,377
+1,716
+1% +$90.1K 1.28% 27
2025
Q3 		$6.73M Buy
128,661
+11,293
+10% +$582K 1.33% 26
2025
Q2 		$6.03M Buy
117,368
+54,674
+87% +$2.79M 1.27% 26
2025
Q1 		$3.23M Buy
62,694
+9,186
+17% +$476K 0.51% 48
2024
Q4 		$2.77M Buy
53,508
+897
+2% +$46.9K 0.42% 52
2024
Q3 		$2.79M Sell
52,611
-1,485
-3% -$78K 0.42% 53
2024
Q2 		$2.82M Buy
54,096
+1,040
+2% +$54.1K 0.47% 49
2024
Q1 		$2.78M Buy
53,056
+903
+2% +$47.4K 0.48% 48
2023
Q4 		$2.73M Sell
52,153
-186
-0.4% -$9.47K 0.52% 45
2023
Q3 		$2.62M Hold
52,339
– – 0.57% 46
2023
Q2 		$2.71M Buy
52,339
+360
+0.7% +$18.7K 0.57% 46
2023
Q1 		$2.72M Sell
51,979
-68,728
-57% -$3.57M 0.6% 43
2022
Q4 		$6.2M Sell
120,707
-1,638
-1% -$83.1K 1.41% 21
2022
Q3 		$6.13M Buy
122,345
+19,460
+19% +$1.01M 1.57% 19
2022
Q2 		$5.3M Buy
102,885
+32,344
+46% +$1.67M 1.29% 25
2022
Q1 		$3.74M Buy
70,541
+4,778
+7% +$261K 0.83% 33
2021
Q4 		$3.7M Buy
65,763
+193
+0.3% +$10.9K 0.82% 40
2021
Q3 		$3.7M Buy
+65,570
New +$3.73M 0.95% 36

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

ERn Financial LLC's MUNI Position: Q2 2026 in Review

ERn Financial LLC increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 2.2% in Q2 2026, buying an estimated $159K and bringing the position to 138,155 shares worth $7.27M. The position accounts for 1.2% of the portfolio, ranked #30.

ERn Financial LLC first reported a position in MUNI in Q3 2021 and has held it in 20 quarters since. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • ERn Financial LLC held 138,155 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.27M as of Q2 2026.
  • ERn Financial LLC bought 3,027 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $159K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.2% of ERn Financial LLC's portfolio in Q2 2026, its #30 holding.
  • ERn Financial LLC first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 20 quarters since.
  • 215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.