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

Morris Financial Concepts’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	$670K	Buy	12,739 +1,158	+10%	+$60.6K	0.21%	63
2026 Q1	$604K	Buy	11,581 +3,211	+38%	+$169K	0.21%	64
2025 Q4	$439K	Buy	8,370 +702	+9%	+$36.9K	0.15%	80
2025 Q3	$401K	Buy	7,668 +1,829	+31%	+$94.2K	0.14%	81
2025 Q2	$300K	Buy	5,839 +3,283	+128%	+$168K	0.12%	102
2025 Q1	$132K	Buy	+2,556	New	+$133K	0.06%	138

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

Morris Financial Concepts's MUNI Position: Q2 2026 in Review

Morris Financial Concepts increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 10% in Q2 2026, buying an estimated $60.6K and bringing the position to 12,739 shares worth $670K. The position accounts for 0.21% of the portfolio, ranked #63.

Morris Financial Concepts first reported a position in MUNI in Q1 2025 and has held it in 6 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

Morris Financial Concepts held 12,739 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $670K as of Q2 2026.
Morris Financial Concepts bought 1,158 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $60.6K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.21% of Morris Financial Concepts's portfolio in Q2 2026, its #63 holding.
Morris Financial Concepts first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.