American Portfolios Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

American Portfolios Advisors’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
2022 Q3	$253K	Buy	5,052 +3	+0.1%	+$155	0.01%	926
2022 Q2	$260K	Sell	5,049 -30	-0.6%	-$1.55K	0.01%	932
2022 Q1	$269K	Buy	5,079 +21	+0.4%	+$1.15K	0.01%	1027
2021 Q4	$284K	Sell	5,058 -311	-6%	-$17.5K	0.01%	985
2021 Q3	$303K	Sell	5,369 -46	-0.8%	-$2.61K	0.01%	934
2021 Q2	$307K	Buy	5,415 +432	+9%	+$24.5K	0.01%	941
2021 Q1	$280K	Sell	4,983 -649	-12%	-$36.7K	0.01%	893
2020 Q4	$320K	Sell	5,632 -54	-0.9%	-$3.04K	0.02%	709
2020 Q3	$320K	Sell	5,686 -57	-1%	-$3.21K	0.02%	632
2020 Q2	$319K	Buy	5,743 +19	+0.3%	+$1.04K	0.02%	581
2020 Q1	$312K	Sell	5,724 -1,701	-23%	-$93.8K	0.03%	509
2019 Q4	$410K	Buy	7,425 +949	+15%	+$52.3K	0.03%	491
2019 Q3	$358K	Buy	6,476 +209	+3%	+$11.6K	0.03%	511
2019 Q2	$344K	Buy	6,267 +980	+19%	+$53.2K	0.03%	527
2019 Q1	$285K	Buy	5,287 +16	+0.3%	+$853	0.03%	528
2018 Q4	$278K	Buy	5,271 +190	+4%	+$9.94K	0.03%	422
2018 Q3	$267K	Buy	5,081 +26	+0.5%	+$1.37K	0.03%	490
2018 Q2	$267K	Buy	5,055 +110	+2%	+$5.79K	0.04%	438
2018 Q1	$261K	Buy	4,945 +305	+7%	+$16.2K	0.04%	418
2017 Q4	$249K	Buy	+4,640	New	+$249K	0.04%	426

Other funds holding MUNI

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

American Portfolios Advisors's MUNI Position: Q3 2022 in Review

American Portfolios Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.06% in Q3 2022, buying an estimated $155 and bringing the position to 5,052 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #926.

American Portfolios Advisors first reported a position in MUNI in Q4 2017 and has held it in 20 quarters since. The position peaked at $410K in Q4 2019. 169 funds tracked by Wall St. Rank hold MUNI as of Q3 2022.

American Portfolios Advisors held 5,052 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $253K as of Q3 2022.
American Portfolios Advisors bought 3 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $155.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #926 holding.
American Portfolios Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $410K in Q4 2019.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.