Cary Street Partners Investment Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-4,324	Closed	-$229K	–	672
2024 Q3	$229K	Sell	4,324 -162	-4%	-$8.51K	0.01%	690
2024 Q2	$234K	Hold	4,486	–	–	0.01%	667
2024 Q1	$235K	Hold	4,486	–	–	0.01%	625
2023 Q4	$237K	Hold	4,486	–	–	0.01%	577
2023 Q3	$225K	Buy	4,486 +621	+16%	+$31.8K	0.01%	522
2023 Q2	$200K	Buy	+3,865	New	+$201K	0.01%	510

Other funds holding MUNI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Cary Street Partners Investment Advisory's MUNI Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2024, closing a stake of 4,324 shares — an estimated $229K sold.

Cary Street Partners Investment Advisory first reported a position in MUNI in Q2 2023 and held it in 6 quarters. The position peaked at $237K in Q4 2023. 334 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 4,324 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $229K.
Cary Street Partners Investment Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2023 and held it in 6 quarters.
Cary Street Partners Investment Advisory's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $237K in Q4 2023.
334 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.