Avidian Wealth Enterprises’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Avidian Wealth Enterprises’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	-9,930	Closed	-$524K	–	453
2023 Q4	$524K	Buy	+9,930	New	+$505K	0.03%	257
2023 Q1	–	Sell	-31,859	Closed	-$1.64M	–	493
2022 Q4	$1.64M	Buy	+31,859	New	+$1.62M	0.11%	135
2022 Q3	–	Sell	-117,721	Closed	-$6.06M	–	446
2022 Q2	$6.06M	Buy	+117,721	New	+$6.09M	0.43%	49

Other funds holding MUNI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

Avidian Wealth Enterprises's MUNI Position: Q1 2024 in Review

Avidian Wealth Enterprises sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2024, closing a stake of 9,930 shares — an estimated $524K sold.

Avidian Wealth Enterprises first reported a position in MUNI in Q2 2022 and held it in 3 quarters. The position peaked at $6.06M in Q2 2022. 261 funds tracked by Wall St. Rank hold MUNI as of Q1 2024.

Avidian Wealth Enterprises reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Avidian Wealth Enterprises sold 9,930 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2024, an estimated $524K.
Avidian Wealth Enterprises first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and held it in 3 quarters.
Avidian Wealth Enterprises's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $6.06M in Q2 2022.
261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2024, filed 3 May 2024.