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

Global Retirement 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	$1.35K	Buy	+26	New	+$1.36K	﹤0.01%	4137
2025 Q4	$71.2K	Buy	1,359 +5	+0.4%	+$262	﹤0.01%	2126
2025 Q3	$70.8K	Buy	1,354 +1,344	+13,440%	+$69.2K	﹤0.01%	1701
2025 Q2	$515	Buy	+10	New	+$510	﹤0.01%	3575

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

Global Retirement Partners's MUNI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2026: 26 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #4137 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MUNI as recently as Q4 2025.

Global Retirement Partners first reported a position in MUNI in Q2 2025 and has held it in 4 quarters since. The position peaked at $71.2K in Q4 2025. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Global Retirement Partners held 26 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.35K as of Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Global Retirement Partners position in Q2 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4137 holding.
Global Retirement Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
Global Retirement Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $71.2K in Q4 2025.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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