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

Forefront Wealth 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
-5,025
Closed -$259K – 117
2025
Q1 		$259K Buy
+5,025
New +$261K 0.18% 103

Other funds holding MUNI

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Forefront Wealth Partners's MUNI Position: Q2 2025 in Review

Forefront Wealth Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2025, closing a stake of 5,025 shares — an estimated $259K sold.

Forefront Wealth Partners first reported a position in MUNI in Q1 2025 and held it in 1 quarter. The position peaked at $259K in Q1 2025. 359 funds tracked by Wall St. Rank hold MUNI as of Q2 2025.

  • Forefront Wealth Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 5,025 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $259K.
  • Forefront Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $259K in Q1 2025.
  • 359 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Forefront Wealth Partners's 13F filing for Q2 2025, filed 20 Aug 2025.