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Financial Engines Advisors’s
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
Stock Holding History
Financial Engines Advisors’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
$2.02M
Buy
38,743
+1,074
+3%
+$56.6K
﹤0.01%
228
2025
Q4
$1.97M
Sell
37,669
-2,963
-7%
-$156K
﹤0.01%
241
2025
Q3
$2.12M
Buy
40,632
+2,338
+6%
+$120K
﹤0.01%
229
2025
Q2
$1.97M
Sell
38,294
-1,305
-3%
-$66.6K
﹤0.01%
221
2025
Q1
$2.04M
Sell
39,599
-6,091
-13%
-$316K
﹤0.01%
190
2024
Q4
$2.36M
Sell
45,690
-6,743
-13%
-$352K
0.01%
186
2024
Q3
$2.78M
Sell
52,433
-2,256
-4%
-$118K
0.01%
161
2024
Q2
$2.85M
Buy
54,689
+2,357
+5%
+$123K
0.01%
150
2024
Q1
$2.75M
Sell
52,332
-3,427
-6%
-$180K
0.01%
149
2023
Q4
$2.95M
Sell
55,759
-8,468
-13%
-$431K
0.01%
123
2023
Q3
$3.22M
Buy
64,227
+2,239
+4%
+$115K
0.01%
104
2023
Q2
$3.21M
Buy
61,988
+2,246
+4%
+$117K
0.01%
109
2023
Q1
$3.12M
Buy
59,742
+2,623
+5%
+$136K
0.01%
108
2022
Q4
$2.94M
Sell
57,119
-4,125
-7%
-$209K
0.01%
111
2022
Q3
$3.07M
Buy
61,244
+7,138
+13%
+$369K
0.01%
100
2022
Q2
$2.79M
Buy
+54,106
New
+$2.8M
0.01%
103
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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19.32%
1-Year Est. Return
JP Morgan Chase
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27.86%
1-Year Est. Return
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$38B AUM
19.66%
1-Year Est. Return
WWA
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$3.57B AUM
18.63%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
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$94B AUM
20.14%
1-Year Est. Return
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St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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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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