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

Focus Partners Wealth’s Portfolio MUNI Stock Details MUNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.1M Buy
547,894
+12,042
+2% +$618K 0.06% 285
2025
Q1 		$27.6M Buy
535,852
+7,305
+1% +$377K 0.07% 267
2024
Q4 		$27.3M Buy
528,547
+30,716
+6% +$1.59M 0.07% 254
2024
Q3 		$26.4M Buy
497,831
+489,671
+6,001% +$25.9M 0.08% 239
2024
Q2 		$425K Buy
+8,160
New +$425K ﹤0.01% 986