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

Endurance 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
2023 Q2	$197K	Hold	3,800	–	–	0.03%	198
2023 Q1	$199K	Hold	3,800	–	–	0.03%	195
2022 Q4	$195K	Hold	3,800	–	–	0.03%	189
2022 Q3	$190K	Hold	3,800	–	–	0.03%	187
2022 Q2	$196K	Hold	3,800	–	–	0.03%	191
2022 Q1	$201K	Hold	3,800	–	–	0.03%	202
2021 Q4	$214K	Hold	3,800	–	–	0.02%	207
2021 Q3	$214K	Hold	3,800	–	–	0.02%	210
2021 Q2	$215K	Hold	3,800	–	–	0.02%	212
2021 Q1	$214K	Hold	3,800	–	–	0.03%	210
2020 Q4	$216K	Hold	3,800	–	–	0.03%	197
2020 Q3	$214K	Hold	3,800	–	–	0.03%	183
2020 Q2	$211K	Buy	+3,800	New	+$208K	0.03%	179

Other funds holding MUNI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Endurance Wealth Management's MUNI Position: Q2 2023 in Review

Endurance Wealth Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q2 2023 at 3,800 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #198.

Endurance Wealth Management first reported a position in MUNI in Q2 2020 and has held it in 13 quarters since. The position peaked at $216K in Q4 2020. 216 funds tracked by Wall St. Rank hold MUNI as of Q2 2023.

Endurance Wealth Management held 3,800 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $197K as of Q2 2023.
Endurance Wealth Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2023.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Endurance Wealth Management's portfolio in Q2 2023, its #198 holding.
Endurance Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and has held it in 13 quarters since.
Endurance Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $216K in Q4 2020.
216 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.