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

&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	$1.84M	Buy	34,921 +9,796	+39%	+$513K	0.01%	1073
2026 Q1	$1.34M	Buy	25,125 +1,138	+5%	+$60K	0.01%	1135
2025 Q4	$1.26M	Buy	23,987 +6,529	+37%	+$343K	0.01%	1104
2025 Q3	$913K	Buy	17,458 +1,941	+13%	+$100K	0.01%	1134
2025 Q2	$797K	Buy	15,517 +3,374	+28%	+$172K	0.01%	1100
2025 Q1	$625K	Buy	12,143 +585	+5%	+$30.3K	0.01%	1033
2024 Q4	$598K	Buy	11,558 +7,589	+191%	+$396K	0.01%	1000
2024 Q3	$210K	Buy	+3,969	New	+$208K	﹤0.01%	1284

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

&Partners's MUNI Position: Q2 2026 in Review

&Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 39% in Q2 2026, buying an estimated $513K and bringing the position to 34,921 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #1073.

&Partners first reported a position in MUNI in Q3 2024 and has held it in 8 quarters since. 448 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

&Partners held 34,921 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.84M as of Q2 2026.
&Partners bought 9,796 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $513K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #1073 holding.
&Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
448 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.