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

CWS Financial 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
2022
Q4 		– Sell
-6,762
Closed -$339K – 148
2022
Q3 		$339K Hold
6,762
– – 0.16% 103
2022
Q2 		$348K Hold
6,762
– – 0.16% 104
2022
Q1 		$358K Buy
+6,762
New +$370K 0.14% 104

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

CWS Financial Advisors's MUNI Position: Q4 2022 in Review

CWS Financial Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2022, closing a stake of 6,762 shares — an estimated $339K sold.

CWS Financial Advisors first reported a position in MUNI in Q1 2022 and held it in 3 quarters. The position peaked at $358K in Q1 2022. 203 funds tracked by Wall St. Rank hold MUNI as of Q4 2022.

  • CWS Financial Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • CWS Financial Advisors sold 6,762 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2022, an estimated $339K.
  • CWS Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and held it in 3 quarters.
  • CWS Financial Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $358K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2022.

Based on CWS Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.