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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
2020
Q4 		– Sell
-5,191
Closed -$292K – 434
2020
Q3 		$292K Buy
+5,191
New +$292K 0.07% 198

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 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
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
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.