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

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-1,823	Closed	-$94.4K	–	1332
2024 Q4	$94.4K	Buy	1,823 +285	+19%	+$14.9K	0.01%	962
2024 Q3	$81.5K	Hold	1,538	–	–	﹤0.01%	1008
2024 Q2	$80.1K	Hold	1,538	–	–	0.01%	1000
2024 Q1	$80.7K	Hold	1,538	–	–	0.01%	999
2023 Q4	$81.2K	Buy	1,538 +1,350	+718%	+$68.7K	0.01%	962
2023 Q3	$9.41K	Hold	188	–	–	﹤0.01%	1663
2023 Q2	$9.74K	Hold	188	–	–	﹤0.01%	1654
2023 Q1	$9.82K	Buy	+188	New	+$9.76K	﹤0.01%	1669
2022 Q1	–	Sell	-609	Closed	-$33.3K	–	2341
2021 Q4	$34K	Buy	609 +135	+28%	+$7.59K	﹤0.01%	1445
2021 Q3	$27K	Hold	474	–	–	﹤0.01%	1549
2021 Q2	$27K	Buy	474 +27	+6%	+$1.53K	﹤0.01%	1549
2021 Q1	$25K	Hold	447	–	–	﹤0.01%	1497
2020 Q4	$25K	Hold	447	–	–	﹤0.01%	1387
2020 Q3	$25K	Buy	447 +288	+181%	+$16.2K	﹤0.01%	1294
2020 Q2	$9K	Buy	+159	New	+$8.72K	﹤0.01%	1525

Other funds holding MUNI

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

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

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

DWM

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

SFGP

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Concourse Financial Group Securities's MUNI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2025, closing a stake of 1,823 shares — an estimated $94.4K sold.

Concourse Financial Group Securities first reported a position in MUNI in Q2 2020 and held it in 15 quarters. The position peaked at $94.4K in Q4 2024. 333 funds tracked by Wall St. Rank hold MUNI as of Q1 2025.

Concourse Financial Group Securities reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 1,823 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $94.4K.
Concourse Financial Group Securities first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 15 quarters.
Concourse Financial Group Securities's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $94.4K in Q4 2024.
333 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.