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

Freedom 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	$1.12M	Sell	21,387 -1,868	-8%	-$97.8K	0.37%	42
2026 Q1	$1.21M	Buy	23,255 +896	+4%	+$47.2K	0.43%	35
2025 Q4	$1.17M	Buy	22,359 +3,002	+16%	+$158K	0.43%	40
2025 Q3	$1.01M	Buy	19,357 +1,597	+9%	+$82.3K	0.39%	42
2025 Q2	$912K	Buy	17,760 +627	+4%	+$32K	0.38%	39
2025 Q1	$883K	Buy	17,133 +1,981	+13%	+$103K	0.41%	38
2024 Q4	$784K	Buy	+15,152	New	+$792K	0.38%	43

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

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

Freedom Financial Partners reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8% in Q2 2026, selling an estimated $97.8K and leaving 21,387 shares worth $1.12M. The position accounts for 0.37% of the portfolio, ranked #42.

Freedom Financial Partners first reported a position in MUNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2026. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Freedom Financial Partners held 21,387 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.12M as of Q2 2026.
Freedom Financial Partners sold 1,868 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $97.8K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.37% of Freedom Financial Partners's portfolio in Q2 2026, its #42 holding.
Freedom Financial Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Freedom Financial Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.21M in Q1 2026.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.