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

Csenge Advisory 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
2023 Q2	–	Sell	-8,621	Closed	-$451K	–	684
2023 Q1	$451K	Buy	8,621 +3,645	+73%	+$189K	0.03%	378
2022 Q4	$256K	Hold	4,976	–	–	0.02%	506
2022 Q3	$249K	Buy	+4,976	New	+$257K	0.02%	515

Other funds holding MUNI

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

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

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

WWA

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Csenge Advisory Group's MUNI Position: Q2 2023 in Review

Csenge Advisory Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2023, closing a stake of 8,621 shares — an estimated $451K sold.

Csenge Advisory Group first reported a position in MUNI in Q3 2022 and held it in 3 quarters. The position peaked at $451K in Q1 2023. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2023.

Csenge Advisory Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Csenge Advisory Group sold 8,621 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2023, an estimated $451K.
Csenge Advisory Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and held it in 3 quarters.
Csenge Advisory Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $451K in Q1 2023.
215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2023.

Based on Csenge Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.