Arden Trust’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Arden Trust’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	$6.94M	Buy	133,361 +1,009	+0.8%	+$52.4K	0.97%	29
2024 Q1	$6.94M	Buy	132,352 +6,987	+6%	+$367K	0.97%	29
2023 Q4	$6.62M	Buy	125,365 +18,810	+18%	+$957K	0.97%	28
2023 Q3	$5.34M	Buy	106,555 +33,166	+45%	+$1.7M	0.89%	29
2023 Q2	$3.81M	Buy	73,389 +50,999	+228%	+$2.65M	0.62%	33
2023 Q1	$1.17M	Buy	+22,390	New	+$1.16M	0.21%	101
2015 Q1	–	Sell	-5,063	Closed	-$272K	–	462
2014 Q4	$272K	Hold	5,063	–	–	0.04%	291
2014 Q3	$270K	Hold	5,063	–	–	0.04%	296
2014 Q2	$269K	Hold	5,063	–	–	0.04%	280
2014 Q1	$266K	Hold	5,063	–	–	0.03%	295
2013 Q4	$262K	Hold	5,063	–	–	0.03%	278
2013 Q3	$264K	Buy	5,063 +959	+23%	+$49.5K	0.03%	274
2013 Q2	$213K	Buy	+4,104	New	+$221K	0.03%	294

Other funds holding MUNI

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Arden Trust's MUNI Position: Q2 2024 in Review

Arden Trust increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.76% in Q2 2024, buying an estimated $52.4K and bringing the position to 133,361 shares worth $6.94M. The position accounts for 0.97% of the portfolio, ranked #29.

Arden Trust first reported a position in MUNI in Q2 2013 and has held it in 13 quarters since. The position peaked at $6.94M in Q1 2024. 279 funds tracked by Wall St. Rank hold MUNI as of Q2 2024.

Arden Trust held 133,361 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $6.94M as of Q2 2024.
Arden Trust bought 1,009 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $52.4K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.97% of Arden Trust's portfolio in Q2 2024, its #29 holding.
Arden Trust first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2013 and has held it in 13 quarters since.
Arden Trust's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $6.94M in Q1 2024.
279 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.