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

Beam Wealth Advisors’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 Q4	–	Sell	-32,131	Closed	-$1.61M	–	113
2022 Q3	$1.61M	Buy	32,131 +9,485	+42%	+$491K	1.79%	18
2022 Q2	$1.17M	Buy	+22,646	New	+$1.17M	1.29%	28
2021 Q3	–	Sell	-4,632	Closed	-$263K	–	149
2021 Q2	$263K	Sell	4,632 -19,471	-81%	-$1.1M	0.23%	109
2021 Q1	$1.35M	Sell	24,103 -3,399	-12%	-$192K	1.21%	20
2020 Q4	$1.56M	Sell	27,502 -4,121	-13%	-$232K	1.47%	17
2020 Q3	$1.78M	Buy	31,623 +10	+0%	+$563	1.66%	16
2020 Q2	$1.76M	Buy	31,613 +5,285	+20%	+$290K	1.78%	16
2020 Q1	$1.44M	Buy	+26,328	New	+$1.45M	1.42%	17

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Beam Wealth Advisors's MUNI Position: Q4 2022 in Review

Beam Wealth Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2022, closing a stake of 32,131 shares — an estimated $1.61M sold.

Beam Wealth Advisors first reported a position in MUNI in Q1 2020 and held it in 8 quarters. The position peaked at $1.78M in Q3 2020. 203 funds tracked by Wall St. Rank hold MUNI as of Q4 2022.

Beam Wealth Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Beam Wealth Advisors sold 32,131 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2022, an estimated $1.61M.
Beam Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and held it in 8 quarters.
Beam Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.78M in Q3 2020.
203 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2022.

Based on Beam Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.