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CX Institutional’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

CX Institutional’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
Q1 		– Sell
-12,857
Closed -$661K – 546
2022
Q4 		$661K Buy
+12,857
New +$653K 0.04% 335
2022
Q3 		– Sell
-8,938
Closed -$460K – 898
2022
Q2 		$460K Buy
+8,938
New +$463K 0.03% 351

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CX Institutional's MUNI Position: Q1 2023 in Review

CX Institutional sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2023, closing a stake of 12,857 shares — an estimated $661K sold.

CX Institutional first reported a position in MUNI in Q2 2022 and held it in 2 quarters. The position peaked at $661K in Q4 2022. 217 funds tracked by Wall St. Rank hold MUNI as of Q1 2023.

  • CX Institutional reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • CX Institutional sold 12,857 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $661K.
  • CX Institutional first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and held it in 2 quarters.
  • CX Institutional's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $661K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on CX Institutional's 13F filing for Q1 2023, filed 4 May 2023.