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

Avior 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
2025 Q1	–	Sell	-1,487	Closed	-$76.9K	–	1748
2024 Q4	$76.9K	Hold	1,487	–	–	﹤0.01%	982
2024 Q3	$78.8K	Sell	1,487 -129	-8%	-$6.78K	﹤0.01%	954
2024 Q2	$84.1K	Sell	1,616 -255	-14%	-$13.3K	﹤0.01%	916
2024 Q1	$98.2K	Buy	1,871 +578	+45%	+$30.4K	﹤0.01%	972
2023 Q4	$68.3K	Hold	1,293	–	–	﹤0.01%	683
2023 Q3	$64.7K	Hold	1,293	–	–	﹤0.01%	711
2023 Q2	$67K	Hold	1,293	–	–	﹤0.01%	704
2023 Q1	$67.6K	Buy	+1,293	New	+$67.2K	﹤0.01%	709

Other funds holding MUNI

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

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

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

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Avior Wealth Management's MUNI Position: Q1 2025 in Review

Avior Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2025, closing a stake of 1,487 shares — an estimated $76.9K sold.

Avior Wealth Management first reported a position in MUNI in Q1 2023 and held it in 8 quarters. The position peaked at $98.2K in Q1 2024. 333 funds tracked by Wall St. Rank hold MUNI as of Q1 2025.

Avior Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,487 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $76.9K.
Avior Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and held it in 8 quarters.
Avior Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $98.2K in Q1 2024.
333 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.