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

Cypress Wealth Services’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
2021 Q2	–	Sell	-5,191	Closed	-$292K	–	297
2021 Q1	$292K	Hold	5,191	–	–	0.06%	219
2020 Q4	$295K	Buy	+5,191	New	+$292K	0.07%	210
2020 Q3	–	Sell	-5,191	Closed	-$292K	–	419
2020 Q2	$289K	Hold	5,191	–	–	0.07%	207
2020 Q1	$283K	Hold	5,191	–	–	0.08%	187
2019 Q4	$286K	Hold	5,191	–	–	0.07%	197
2019 Q3	$287K	Hold	5,191	–	–	0.08%	192
2019 Q2	$285K	Hold	5,191	–	–	0.08%	198
2019 Q1	$280K	Hold	5,191	–	–	0.09%	188
2018 Q4	$274K	Buy	+5,191	New	+$272K	0.11%	165

Other funds holding MUNI

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cypress Wealth Services's MUNI Position: Q2 2021 in Review

Cypress Wealth Services sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2021, closing a stake of 5,191 shares — an estimated $292K sold.

Cypress Wealth Services first reported a position in MUNI in Q4 2018 and held it in 9 quarters. The position peaked at $295K in Q4 2020. 142 funds tracked by Wall St. Rank hold MUNI as of Q2 2021.

Cypress Wealth Services reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 5,191 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2021, an estimated $292K.
Cypress Wealth Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2018 and held it in 9 quarters.
Cypress Wealth Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $295K in Q4 2020.
142 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.