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

Clearview Wealth 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
2023 Q3	–	Sell	-320	Closed	-$16.6K	–	431
2023 Q2	$16.6K	Hold	320	–	–	0.02%	299
2023 Q1	$16.7K	Sell	320 -160	-33%	-$8.31K	0.02%	298
2022 Q4	$24.7K	Sell	480 -40	-8%	-$2.03K	0.02%	224
2022 Q3	$26K	Sell	520 -1,250	-71%	-$64.7K	0.02%	226
2022 Q2	$91K	Sell	1,770 -680	-28%	-$35.2K	0.07%	133
2022 Q1	$130K	Sell	2,450 -5,136	-68%	-$281K	0.09%	114
2021 Q4	$426K	Sell	7,586 -1,055	-12%	-$59.3K	0.26%	79
2021 Q3	$487K	Buy	8,641 +1,040	+14%	+$59.1K	0.31%	68
2021 Q2	$432K	Buy	7,601 +963	+15%	+$54.5K	0.27%	77
2021 Q1	$373K	Sell	6,638 -401	-6%	-$22.7K	0.24%	81
2020 Q4	$399K	Buy	+7,039	New	+$396K	0.27%	73

Other funds holding MUNI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearview Wealth Advisors's MUNI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2023, closing a stake of 320 shares — an estimated $16.6K sold.

Clearview Wealth Advisors first reported a position in MUNI in Q4 2020 and held it in 11 quarters. The position peaked at $487K in Q3 2021. 219 funds tracked by Wall St. Rank hold MUNI as of Q3 2023.

Clearview Wealth Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 320 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2023, an estimated $16.6K.
Clearview Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $487K in Q3 2021.
219 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.