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

Executive 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
2024
Q4 		$3.43M Buy
66,308
+2,488
+4% +$130K 0.27% 96
2024
Q3 		$3.38M Buy
63,820
+11,108
+21% +$583K 0.27% 82
2024
Q2 		$2.74M Sell
52,712
-726
-1% -$37.7K 0.5% 42
2024
Q1 		$2.79M Sell
53,438
-13,033
-20% -$685K 0.24% 90
2023
Q4 		$3.51M Sell
66,471
-31,243
-32% -$1.59M 0.33% 71
2023
Q3 		$4.89M Buy
97,714
+53,745
+122% +$2.75M 0.51% 66
2023
Q2 		$2.28M Buy
43,969
+7,064
+19% +$367K 0.24% 81
2023
Q1 		$1.93M Buy
36,905
+2,084
+6% +$108K 0.21% 87
2022
Q4 		$1.79M Buy
34,821
+33,577
+2,699% +$1.7M 0.22% 84
2022
Q3 		$1.24K Sell
1,244
-23,243
-95% -$1.2M 0.17% 95
2022
Q2 		$1.26M Sell
24,487
-7,284
-23% -$377K 0.17% 88
2022
Q1 		$1.68M Sell
31,771
-4,132
-12% -$226K 0.18% 95
2021
Q4 		$2.02M Buy
35,903
+1,131
+3% +$63.6K 0.2% 96
2021
Q3 		$1.96M Buy
34,772
+526
+2% +$29.9K 0.22% 90
2021
Q2 		$1.94M Buy
34,246
+2,795
+9% +$158K 0.21% 92
2021
Q1 		$1.77M Buy
31,451
+527
+2% +$29.8K 0.21% 93
2020
Q4 		$1.75M Buy
30,924
+1,118
+4% +$63K 0.22% 89
2020
Q3 		$1.68M Buy
29,806
+11,361
+62% +$639K 0.23% 78
2020
Q2 		$1.03M Sell
18,445
-5,432
-23% -$298K 0.15% 81
2020
Q1 		$1.3M Buy
+23,877
New +$1.32M 0.23% 63

Other funds holding MUNI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Executive Wealth Management's MUNI Position: Q4 2024 in Review

Executive Wealth Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 3.9% in Q4 2024, buying an estimated $130K and bringing the position to 66,308 shares worth $3.43M. The position accounts for 0.27% of the portfolio, ranked #96.

Executive Wealth Management first reported a position in MUNI in Q1 2020 and has held it in 20 quarters since. The position peaked at $4.89M in Q3 2023. 334 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

  • Executive Wealth Management held 66,308 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.43M as of Q4 2024.
  • Executive Wealth Management bought 2,488 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $130K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.27% of Executive Wealth Management's portfolio in Q4 2024, its #96 holding.
  • Executive Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and has held it in 20 quarters since.
  • Executive Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.89M in Q3 2023.
  • 334 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.