Capstone Triton Financial Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Capstone Triton Financial Group’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	-7,178	Closed	-$360K	–	107
2022 Q3	$360K	Buy	7,178 +1,096	+18%	+$56.7K	0.31%	75
2022 Q2	$317K	Hold	6,082	–	–	0.24%	80
2022 Q1	$315K	Sell	6,082 -2,713	-31%	-$148K	0.22%	83
2021 Q4	$495K	Hold	8,795	–	–	1%	48
2021 Q3	$493K	Hold	8,795	–	–	0.3%	82
2021 Q2	$499K	Hold	8,795	–	–	0.31%	73
2021 Q1	$494K	Hold	8,795	–	–	0.33%	58
2020 Q4	$499K	Buy	+8,795	New	+$495K	0.31%	56

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

Capstone Triton Financial Group's MUNI Position: Q4 2022 in Review

Capstone Triton Financial Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2022, closing a stake of 7,178 shares — an estimated $360K sold.

Capstone Triton Financial Group first reported a position in MUNI in Q4 2020 and held it in 8 quarters. The position peaked at $499K in Q2 2021. 203 funds tracked by Wall St. Rank hold MUNI as of Q4 2022.

Capstone Triton Financial Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Capstone Triton Financial Group sold 7,178 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2022, an estimated $360K.
Capstone Triton Financial Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2020 and held it in 8 quarters.
Capstone Triton Financial Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $499K in Q2 2021.
203 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2022.

Based on Capstone Triton Financial Group's 13F filing for Q4 2022, filed 17 Jan 2023.