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

Avondale 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
2023 Q3	–	Sell	-1,000	Closed	-$51.8K	–	133
2023 Q2	$51.8K	Hold	1,000	–	–	0.04%	79
2023 Q1	$52.3K	Hold	1,000	–	–	0.05%	78
2022 Q4	$51.4K	Sell	1,000 -9,350	-90%	-$475K	0.04%	76
2022 Q3	$519K	Hold	10,350	–	–	0.57%	21
2022 Q2	$533K	Sell	10,350 -2,000	-16%	-$104K	0.62%	18
2022 Q1	$655K	Hold	12,350	–	–	0.77%	19
2021 Q4	$694K	Hold	12,350	–	–	0.7%	18
2021 Q3	$696K	Hold	12,350	–	–	0.68%	21
2021 Q2	$701K	Hold	12,350	–	–	0.66%	24
2021 Q1	$694K	Hold	12,350	–	–	0.68%	22
2020 Q4	$701K	Hold	12,350	–	–	0.81%	15
2020 Q3	$694K	Buy	12,350 +2,000	+19%	+$113K	1.05%	12
2020 Q2	$576K	Sell	10,350 -3,500	-25%	-$192K	0.82%	14
2020 Q1	$756K	Buy	13,850 +2,150	+18%	+$119K	1.19%	12
2019 Q4	$646K	Buy	11,700 +3,500	+43%	+$193K	0.95%	13
2019 Q3	$453K	Buy	8,200 +4,700	+134%	+$260K	0.75%	13
2019 Q2	$192K	Buy	+3,500	New	+$190K	0.14%	25

Other funds holding MUNI

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avondale Wealth Management's MUNI Position: Q3 2023 in Review

Avondale Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2023, closing a stake of 1,000 shares — an estimated $51.8K sold.

Avondale Wealth Management first reported a position in MUNI in Q2 2019 and held it in 17 quarters. The position peaked at $756K in Q1 2020. 219 funds tracked by Wall St. Rank hold MUNI as of Q3 2023.

Avondale Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Avondale Wealth Management sold 1,000 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2023, an estimated $51.8K.
Avondale Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2019 and held it in 17 quarters.
Avondale Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $756K in Q1 2020.
219 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2023.

Based on Avondale Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.