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

EisnerAmper Wealth Management Corporate Benefits’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 Q4	$766K	Buy	14,514 +6,133	+73%	+$312K	0.28%	48
2023 Q3	$420K	Buy	8,381 +2,991	+55%	+$153K	0.19%	48
2023 Q2	$279K	Buy	+5,390	New	+$280K	0.13%	48

Other funds holding MUNI

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

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

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

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

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

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's MUNI Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 73% in Q4 2023, buying an estimated $312K and bringing the position to 14,514 shares worth $766K. The position accounts for 0.28% of the portfolio, ranked #48.

EisnerAmper Wealth Management Corporate Benefits first reported a position in MUNI in Q2 2023 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold MUNI as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 14,514 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $766K as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits bought 6,133 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $312K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.28% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #48 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2023 and has held it in 3 quarters since.
261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.