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

Flagstone Financial Management’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 		$8.67M Buy
166,076
+50,363
+44% +$2.66M 2.15% 12
2025
Q4 		$6.06M Buy
115,713
+17,239
+18% +$905K 1.56% 14
2025
Q3 		$5.15M Sell
98,474
-9,685
-9% -$499K 1.36% 14
2025
Q2 		$5.56M Buy
108,159
+15,958
+17% +$814K 1.59% 14
2025
Q1 		$4.75M Buy
92,201
+6,446
+8% +$334K 1.53% 14
2024
Q4 		$4.44M Buy
85,755
+2,492
+3% +$130K 1.47% 14
2024
Q3 		$4.41M Buy
83,263
+17,521
+27% +$920K 1.48% 14
2024
Q2 		$3.42M Buy
65,742
+14,326
+28% +$745K 1.27% 14
2024
Q1 		$2.7M Buy
51,416
+22,058
+75% +$1.16M 1.04% 16
2023
Q4 		$1.55M Buy
+29,358
New +$1.49M 0.63% 17

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