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

Clear Rock 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
2024
Q2 		$6.07M Buy
116,517
+6,677
+6% +$347K 2.59% 7
2024
Q1 		$5.76M Buy
109,840
+5,528
+5% +$290K 2.5% 7
2023
Q4 		$5.47M Buy
+104,312
New +$5.31M 2.47% 7

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
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
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Clear Rock Advisors's MUNI Position: Q2 2024 in Review

Clear Rock Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.1% in Q2 2024, buying an estimated $347K and bringing the position to 116,517 shares worth $6.07M. The position accounts for 2.59% of the portfolio, ranked #7.

Clear Rock Advisors first reported a position in MUNI in Q4 2023 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold MUNI as of Q2 2024.

  • Clear Rock Advisors held 116,517 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $6.07M as of Q2 2024.
  • Clear Rock Advisors bought 6,677 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $347K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 2.59% of Clear Rock Advisors's portfolio in Q2 2024, its #7 holding.
  • Clear Rock Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.