Eudaimonia Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Eudaimonia Advisors’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
2022 Q3	–	Sell	-5,275	Closed	-$272K	–	152
2022 Q2	$272K	Hold	5,275	–	–	0.19%	123
2022 Q1	$280K	Hold	5,275	–	–	0.16%	131
2021 Q4	$296K	Buy	+5,275	New	+$297K	0.17%	126

Other funds holding MUNI

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

WWA

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Eudaimonia Advisors's MUNI Position: Q3 2022 in Review

Eudaimonia Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2022, closing a stake of 5,275 shares — an estimated $272K sold.

Eudaimonia Advisors first reported a position in MUNI in Q4 2021 and held it in 3 quarters. The position peaked at $296K in Q4 2021. 169 funds tracked by Wall St. Rank hold MUNI as of Q3 2022.

Eudaimonia Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Eudaimonia Advisors sold 5,275 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $272K.
Eudaimonia Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 3 quarters.
Eudaimonia Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $296K in Q4 2021.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on Eudaimonia Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.