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Cetera Advisor Networks’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Cetera Advisor Networks’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
Q1 		$15.7M Buy
299,399
+23,490
+9% +$1.23M 0.08% 271
2023
Q4 		$14.6M Buy
275,909
+59,527
+28% +$3.03M 0.08% 256
2023
Q3 		$10.8M Buy
216,382
+82,324
+61% +$4.22M 0.07% 294
2023
Q2 		$6.95M Buy
134,058
+54,033
+68% +$2.8M 0.05% 382
2023
Q1 		$4.18M Buy
80,025
+57,160
+250% +$2.97M 0.03% 556
2022
Q4 		$1.17M Buy
22,865
+2,940
+15% +$149K 0.01% 1098
2022
Q3 		$999K Buy
19,925
+42
+0.2% +$2.17K 0.01% 869
2022
Q2 		$1.02M Sell
19,883
-10,864
-35% -$562K 0.01% 878
2022
Q1 		$1.63M Buy
30,747
+11,815
+62% +$646K 0.02% 698
2021
Q4 		$1.06M Buy
18,932
+4,739
+33% +$266K 0.01% 874
2021
Q3 		$800K Buy
14,193
+2,613
+23% +$148K 0.01% 948
2021
Q2 		$657K Buy
11,580
+2,119
+22% +$120K 0.01% 1038
2021
Q1 		$532K Buy
9,461
+22
+0.2% +$1.25K 0.01% 843
2020
Q4 		$536K Buy
9,439
+4,939
+110% +$278K 0.01% 759
2020
Q3 		$253K Hold
4,500
– – 0.01% 1030
2020
Q2 		$250K Hold
4,500
– – 0.01% 996
2020
Q1 		$245K Hold
4,500
– – 0.01% 889
2019
Q4 		$249K Buy
+4,500
New +$248K 0.01% 1048
2014
Q4 		– Sell
-5,400
Closed -$289K – 853
2014
Q3 		$289K Sell
5,400
-10,800
-67% -$576K 0.02% 623
2014
Q2 		$863K Sell
16,200
-200
-1% -$10.6K 0.06% 334
2014
Q1 		$864K Hold
16,400
– – 0.06% 303
2013
Q4 		$849K Hold
16,400
– – 0.06% 298
2013
Q3 		$853K Sell
16,400
-100
-0.6% -$5.16K 0.07% 264
2013
Q2 		$854K Buy
+16,500
New +$890K 0.08% 228

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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

Cetera Advisor Networks's MUNI Position: Q1 2024 in Review

Cetera Advisor Networks increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8.5% in Q1 2024, buying an estimated $1.23M and bringing the position to 299,399 shares worth $15.7M. The position accounts for 0.08% of the portfolio, ranked #271.

Cetera Advisor Networks first reported a position in MUNI in Q2 2013 and has held it in 24 quarters since. 261 funds tracked by Wall St. Rank hold MUNI as of Q1 2024.

  • Cetera Advisor Networks held 299,399 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $15.7M as of Q1 2024.
  • Cetera Advisor Networks bought 23,490 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2024, an estimated $1.23M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.08% of Cetera Advisor Networks's portfolio in Q1 2024, its #271 holding.
  • Cetera Advisor Networks first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2013 and has held it in 24 quarters since.
  • 261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.