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Atlas Private Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Atlas Private Wealth Management’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 		$408K Buy
+7,780
New +$409K 0.17% 98

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Atlas Private Wealth Management's MUNI Position: Q1 2024 in Review

Atlas Private Wealth Management opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2024: 7,780 shares worth $408K. The stake represents 0.17% of the portfolio and ranks #98 among its holdings.

261 funds tracked by Wall St. Rank hold MUNI as of Q1 2024.

  • Atlas Private Wealth Management held 7,780 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $408K as of Q1 2024.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Atlas Private Wealth Management position in Q1 2024.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.17% of Atlas Private Wealth Management's portfolio in Q1 2024, its #98 holding.
  • 261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.