Aveo Capital Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Aveo Capital Partners’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 Q2	–	Sell	-4,475	Closed	-$237K	–	286
2022 Q1	$237K	Buy	4,475 +487	+12%	+$26.6K	0.04%	249
2021 Q4	$224K	Buy	+3,988	New	+$224K	0.04%	255
2021 Q3	–	Sell	-15,516	Closed	-$881K	–	278
2021 Q2	$881K	Sell	15,516 -991	-6%	-$56.1K	0.19%	111
2021 Q1	$928K	Buy	16,507 +6,818	+70%	+$386K	0.23%	89
2020 Q4	$550K	Buy	9,689 +1,237	+15%	+$69.7K	0.85%	32
2020 Q3	$475K	Buy	8,452 +4,637	+122%	+$261K	0.17%	116
2020 Q2	$212K	Buy	+3,815	New	+$209K	0.43%	52

Other funds holding MUNI

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

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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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

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

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Aveo Capital Partners's MUNI Position: Q2 2022 in Review

Aveo Capital Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2022, closing a stake of 4,475 shares — an estimated $237K sold.

Aveo Capital Partners first reported a position in MUNI in Q2 2020 and held it in 7 quarters. The position peaked at $928K in Q1 2021. 169 funds tracked by Wall St. Rank hold MUNI as of Q2 2022.

Aveo Capital Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Aveo Capital Partners sold 4,475 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $237K.
Aveo Capital Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 7 quarters.
Aveo Capital Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $928K in Q1 2021.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on Aveo Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.