Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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BWA
Beam Wealth Advisors’s
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
Stock Holding History
Beam Wealth Advisors’s Portfolio
MUNI Stock Details
MUNI Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
2022
Q3
$1.61M
Buy
2022
Q2
$1.17M
Buy
2021
Q3
–
Sell
2021
Q2
$263K
Sell
2021
Q1
$1.35M
Sell
2020
Q4
$1.56M
Sell
2020
Q3
$1.78M
Buy
2020
Q2
$1.76M
Buy
2020
Q1
$1.44M
Buy
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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