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American Financial & Tax Strategies’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

American Financial & Tax Strategies’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
Q1 		– Sell
-3,852
Closed -$203K – 95
2023
Q4 		$203K Buy
+3,852
New +$196K 0.12% 89

Other funds holding MUNI

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

American Financial & Tax Strategies's MUNI Position: Q1 2024 in Review

American Financial & Tax Strategies sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2024, closing a stake of 3,852 shares — an estimated $203K sold.

American Financial & Tax Strategies first reported a position in MUNI in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 261 funds tracked by Wall St. Rank hold MUNI as of Q1 2024.

  • American Financial & Tax Strategies reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • American Financial & Tax Strategies sold 3,852 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2024, an estimated $203K.
  • American Financial & Tax Strategies first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • American Financial & Tax Strategies's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $203K in Q4 2023.
  • 261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2024.

Based on American Financial & Tax Strategies's 13F filing for Q1 2024, filed 2 Aug 2024.