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

Darwin Wealth Management’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
-6,736
Closed -$378K – 173
2020
Q3 		$378K Buy
6,736
+31
+0.5% +$1.74K 0.08% 117
2020
Q2 		$373K Buy
6,705
+35
+0.5% +$1.92K 0.1% 112
2020
Q1 		$363K Buy
+6,670
New +$368K 0.12% 96

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Darwin Wealth Management's MUNI Position: Q4 2020 in Review

Darwin Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2020, closing a stake of 6,736 shares — an estimated $378K sold.

Darwin Wealth Management first reported a position in MUNI in Q1 2020 and held it in 3 quarters. The position peaked at $378K in Q3 2020. 132 funds tracked by Wall St. Rank hold MUNI as of Q4 2020.

  • Darwin Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 6,736 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2020, an estimated $378K.
  • Darwin Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and held it in 3 quarters.
  • Darwin Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $378K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2020.

Based on Darwin Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.