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

Eagle Wealth Strategies’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
2025 Q1	–	Sell	-9,539	Closed	-$493K	–	109
2024 Q4	$493K	Hold	9,539	–	–	0.36%	43
2024 Q3	$505K	Hold	9,539	–	–	0.37%	38
2024 Q2	$497K	Hold	9,539	–	–	0.4%	35
2024 Q1	$498K	Buy	9,539 +359	+4%	+$18.9K	0.4%	35
2023 Q4	$485K	Buy	+9,180	New	+$467K	0.29%	38

Other funds holding MUNI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Eagle Wealth Strategies's MUNI Position: Q1 2025 in Review

Eagle Wealth Strategies sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2025, closing a stake of 9,539 shares — an estimated $493K sold.

Eagle Wealth Strategies first reported a position in MUNI in Q4 2023 and held it in 5 quarters. The position peaked at $505K in Q3 2024. 333 funds tracked by Wall St. Rank hold MUNI as of Q1 2025.

Eagle Wealth Strategies reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Eagle Wealth Strategies sold 9,539 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $493K.
Eagle Wealth Strategies first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 5 quarters.
Eagle Wealth Strategies's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $505K in Q3 2024.
333 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Eagle Wealth Strategies's 13F filing for Q1 2025, filed 14 Apr 2025.