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

Bison Wealth’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
Q4 		– Sell
-10,056
Closed -$503K – 414
2023
Q3 		$503K Buy
10,056
+3
+0% +$154 0.1% 213
2023
Q2 		$521K Buy
+10,053
New +$522K 0.1% 209

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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

Bison Wealth's MUNI Position: Q4 2023 in Review

Bison Wealth sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2023, closing a stake of 10,056 shares — an estimated $503K sold.

Bison Wealth first reported a position in MUNI in Q2 2023 and held it in 2 quarters. The position peaked at $521K in Q2 2023. 261 funds tracked by Wall St. Rank hold MUNI as of Q4 2023.

  • Bison Wealth reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Bison Wealth sold 10,056 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $503K.
  • Bison Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2023 and held it in 2 quarters.
  • Bison Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $521K in Q2 2023.
  • 261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on Bison Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.