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

Crown Wealth 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
2025 Q1	–	Sell	-8,397	Closed	-$434K	–	115
2024 Q4	$434K	Sell	8,397 -11,044	-57%	-$577K	0.18%	67
2024 Q3	$1.03M	Buy	19,441 +11,987	+161%	+$630K	0.45%	36
2024 Q2	$388K	Buy	7,454 +3,023	+68%	+$157K	0.19%	60
2024 Q1	$232K	Buy	+4,431	New	+$233K	0.12%	92

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

Crown Wealth Group's MUNI Position: Q1 2025 in Review

Crown Wealth Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2025, closing a stake of 8,397 shares — an estimated $434K sold.

Crown Wealth Group first reported a position in MUNI in Q1 2024 and held it in 4 quarters. The position peaked at $1.03M in Q3 2024. 333 funds tracked by Wall St. Rank hold MUNI as of Q1 2025.

Crown Wealth Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Crown Wealth Group sold 8,397 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $434K.
Crown Wealth Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and held it in 4 quarters.
Crown Wealth Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.03M in Q3 2024.
333 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Crown Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.