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

Alpha 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
Q1 		$1.93M Buy
37,000
+9,737
+36% +$513K 1.14% 17
2025
Q4 		$1.43M Buy
27,263
+710
+3% +$37.3K 0.87% 20
2025
Q3 		$1.39M Buy
26,553
+1,382
+5% +$71.2K 0.9% 24
2025
Q2 		$1.29M Sell
25,171
-3,131
-11% -$160K 0.93% 18
2025
Q1 		$1.46M Buy
28,302
+5,061
+22% +$262K 1.17% 11
2024
Q4 		$1.2M Buy
+23,241
New +$1.21M 0.95% 17
2024
Q3 		– Sell
-22,398
Closed -$1.17M – 135
2024
Q2 		$1.17M Buy
22,398
+3,451
+18% +$179K 1.01% 15
2024
Q1 		$994K Buy
18,947
+590
+3% +$31K 0.9% 16
2023
Q4 		$969K Buy
+18,357
New +$934K 0.96% 16

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return