EI
MUNI icon

Ethic Inc’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Ethic Inc’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
-16,500
Closed -$927K – 426
2020
Q3 		$927K Buy
16,500
+5,320
+48% +$299K 0.35% 65
2020
Q2 		$622K Sell
11,180
-3,763
-25% -$206K 0.35% 70
2020
Q1 		$815K Sell
14,943
-1,279
-8% -$70.6K 0.68% 37
2019
Q4 		$895K Buy
+16,222
New +$895K 0.66% 34

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

Ethic Inc's MUNI Position: Q4 2020 in Review

Ethic Inc sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2020, closing a stake of 16,500 shares — an estimated $927K sold.

Ethic Inc first reported a position in MUNI in Q4 2019 and held it in 4 quarters. The position peaked at $927K in Q3 2020. 132 funds tracked by Wall St. Rank hold MUNI as of Q4 2020.

  • Ethic Inc reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Ethic Inc sold 16,500 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2020, an estimated $927K.
  • Ethic Inc first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and held it in 4 quarters.
  • Ethic Inc's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $927K 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 Ethic Inc's 13F filing for Q4 2020, filed 10 Feb 2021.