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

Blueprint Investment 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
2025 Q2	–	Sell	-19,750	Closed	-$1.02M	–	90
2025 Q1	$1.02M	Sell	19,750 -31,687	-62%	-$1.64M	0.19%	67
2024 Q4	$2.66M	Buy	51,437 +21,475	+72%	+$1.12M	0.42%	45
2024 Q3	$1.59M	Buy	+29,962	New	+$1.57M	0.29%	50

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Blueprint Investment Partners's MUNI Position: Q2 2025 in Review

Blueprint Investment Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2025, closing a stake of 19,750 shares — an estimated $1.02M sold.

Blueprint Investment Partners first reported a position in MUNI in Q3 2024 and held it in 3 quarters. The position peaked at $2.66M in Q4 2024. 359 funds tracked by Wall St. Rank hold MUNI as of Q2 2025.

Blueprint Investment Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Blueprint Investment Partners sold 19,750 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $1.02M.
Blueprint Investment Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 3 quarters.
Blueprint Investment Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.66M in Q4 2024.
359 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Blueprint Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.