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

Crestwood Advisors Group’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	-3,800	Closed	-$201K	–	474
2024 Q3	$201K	Buy	+3,800	New	+$200K	﹤0.01%	433
2024 Q1	–	Sell	-3,800	Closed	-$201K	–	427
2023 Q4	$201K	Buy	+3,800	New	+$193K	﹤0.01%	391

Other funds holding MUNI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $377B AUM 19.32% 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

Crestwood Advisors Group's MUNI Position: Q4 2024 in Review

Crestwood Advisors Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2024, closing a stake of 3,800 shares — an estimated $201K sold.

Crestwood Advisors Group first reported a position in MUNI in Q4 2023 and held it in 2 quarters. The position peaked at $201K in Q3 2024. 334 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

Crestwood Advisors Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Crestwood Advisors Group sold 3,800 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $201K.
Crestwood Advisors Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 2 quarters.
Crestwood Advisors Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $201K in Q3 2024.
334 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Crestwood Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.