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AlTi Global’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

AlTi Global’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
2024
Q2 		– Sell
-4,005
Closed -$210K – 398
2024
Q1 		$210K Hold
4,005
– – 0.01% 363
2023
Q4 		$212K Buy
+4,005
New +$204K 0.01% 338

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

AlTi Global's MUNI Position: Q2 2024 in Review

AlTi Global sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2024, closing a stake of 4,005 shares — an estimated $210K sold.

AlTi Global first reported a position in MUNI in Q4 2023 and held it in 2 quarters. The position peaked at $212K in Q4 2023. 279 funds tracked by Wall St. Rank hold MUNI as of Q2 2024.

  • AlTi Global reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • AlTi Global sold 4,005 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $210K.
  • AlTi Global first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 2 quarters.
  • AlTi Global's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $212K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on AlTi Global's 13F filing for Q2 2024, filed 14 Aug 2024.