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BFC Planning, Inc.’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

BFC Planning, Inc.’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 		$68K Buy
1,292
+1,092
+546% +$57.2K ﹤0.01% 1397
2026
Q1 		$10.4K Buy
+200
New +$10.5K ﹤0.01% 2028

Other funds holding MUNI

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Morgan Stanley New York $1.89T AUM 35.08% 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
WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s MUNI Position: Q2 2026 in Review

BFC Planning, Inc. increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 546% in Q2 2026, buying an estimated $57.2K and bringing the position to 1,292 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

BFC Planning, Inc. first reported a position in MUNI in Q1 2026 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • BFC Planning, Inc. held 1,292 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $68K as of Q2 2026.
  • BFC Planning, Inc. bought 1,092 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $57.2K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1397 holding.
  • BFC Planning, Inc. first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.