Advisor Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Advisor Group’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
2019 Q4	$1.15M	Sell	20,794 -268	-1%	-$14.8K	0.01%	1113
2019 Q3	$1.17M	Buy	21,062 +1,476	+8%	+$81.6K	0.01%	1053
2019 Q2	$1.07M	Buy	19,586 +2,501	+15%	+$136K	0.01%	1092
2019 Q1	$921K	Buy	17,085 +2,045	+14%	+$109K	0.01%	1145
2018 Q4	$796K	Buy	15,040 +6,315	+72%	+$330K	0.01%	1091
2018 Q3	$458K	Buy	8,725 +3,614	+71%	+$191K	﹤0.01%	1535
2018 Q2	$270K	Buy	5,111 +80	+2%	+$4.21K	﹤0.01%	1755
2018 Q1	$266K	Hold	5,031	–	–	﹤0.01%	1771
2017 Q4	$270K	Sell	5,031 -3,628	-42%	-$195K	﹤0.01%	1758
2017 Q3	$466K	Sell	8,659 -382	-4%	-$20.6K	0.01%	1251
2017 Q2	$484K	Buy	9,041 +245	+3%	+$13.1K	0.01%	1170
2017 Q1	$466K	Buy	8,796 +360	+4%	+$19K	0.01%	1121
2016 Q4	$442K	Buy	8,436 +889	+12%	+$47.4K	0.01%	1081
2016 Q3	$413K	Sell	7,547 -154	-2%	-$8.47K	0.01%	1077
2016 Q2	$423K	Buy	+7,701	New	+$421K	0.01%	1007

Other funds holding MUNI

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

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return

Advisor Group's MUNI Position: Q4 2019 in Review

Advisor Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 1.3% in Q4 2019, selling an estimated $14.8K and leaving 20,794 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1113.

Advisor Group first reported a position in MUNI in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.17M in Q3 2019. 102 funds tracked by Wall St. Rank hold MUNI as of Q4 2019.

Advisor Group held 20,794 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.15M as of Q4 2019.
Advisor Group sold 268 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2019, an estimated $14.8K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1113 holding.
Advisor Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.17M in Q3 2019.
102 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.