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

Fairhaven 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	$491K	Hold	9,500	–	–	0.15%	65
2024 Q3	$503K	Buy	9,500 +500	+6%	+$26.3K	0.15%	65
2024 Q2	$469K	Hold	9,000	–	–	0.16%	63
2024 Q1	$472K	Hold	9,000	–	–	0.16%	64
2023 Q4	$475K	Buy	9,000 +4,630	+106%	+$236K	0.17%	60
2023 Q3	$219K	Buy	+4,370	New	+$224K	0.09%	98

Other funds holding MUNI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

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

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 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

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

Fairhaven Wealth Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q4 2024 at 9,500 shares worth $491K. The position accounts for 0.15% of the portfolio, ranked #65.

Fairhaven Wealth Management first reported a position in MUNI in Q3 2023 and has held it in 6 quarters since. The position peaked at $503K in Q3 2024. 334 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

Fairhaven Wealth Management held 9,500 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $491K as of Q4 2024.
Fairhaven Wealth Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q4 2024.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.15% of Fairhaven Wealth Management's portfolio in Q4 2024, its #65 holding.
Fairhaven Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2023 and has held it in 6 quarters since.
Fairhaven Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $503K in Q3 2024.
334 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.