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

B. Riley 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
2022 Q2	$813K	Buy	15,800 +4,500	+40%	+$233K	0.08%	216
2022 Q1	$599K	Hold	11,300	–	–	0.05%	298
2021 Q4	$635K	Buy	11,300 +3,400	+43%	+$191K	0.04%	294
2021 Q3	$445K	Buy	7,900 +1,700	+27%	+$96.6K	0.03%	367
2021 Q2	$352K	Hold	6,200	–	–	0.04%	289
2021 Q1	$348K	Buy	6,200 +2,500	+68%	+$141K	0.04%	276
2020 Q4	$210K	Sell	3,700 -10,535	-74%	-$593K	0.03%	328
2020 Q3	$800K	Sell	14,235 -200	-1%	-$11.3K	0.09%	173
2020 Q2	$803K	Buy	14,435 +2,185	+18%	+$120K	0.09%	181
2020 Q1	$668K	Buy	12,250 +7,150	+140%	+$394K	0.07%	236
2019 Q4	$281K	Hold	5,100	–	–	0.04%	300
2019 Q3	$282K	Buy	+5,100	New	+$282K	0.05%	283

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $3.32B AUM 20.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return

B. Riley Wealth Management's MUNI Position: Q2 2022 in Review

B. Riley Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 40% in Q2 2022, buying an estimated $233K and bringing the position to 15,800 shares worth $813K. The position accounts for 0.08% of the portfolio, ranked #216.

B. Riley Wealth Management first reported a position in MUNI in Q3 2019 and has held it in 12 quarters since. 169 funds tracked by Wall St. Rank hold MUNI as of Q2 2022.

B. Riley Wealth Management held 15,800 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $813K as of Q2 2022.
B. Riley Wealth Management bought 4,500 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $233K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.08% of B. Riley Wealth Management's portfolio in Q2 2022, its #216 holding.
B. Riley Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2019 and has held it in 12 quarters since.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.