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

Firethorn Wealth Partners’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
2021
Q2 		$227K Sell
3,994
-189
-5% -$10.7K 0.19% 110
2021
Q1 		$235K Sell
4,183
-1,770
-30% -$100K 0.22% 106
2020
Q4 		$338K Buy
+5,953
New +$335K 0.37% 63

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Firethorn Wealth Partners's MUNI Position: Q2 2021 in Review

Firethorn Wealth Partners reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 4.5% in Q2 2021, selling an estimated $10.7K and leaving 3,994 shares worth $227K. The position accounts for 0.19% of the portfolio, ranked #110.

Firethorn Wealth Partners first reported a position in MUNI in Q4 2020 and has held it in 3 quarters since. The position peaked at $338K in Q4 2020. 142 funds tracked by Wall St. Rank hold MUNI as of Q2 2021.

  • Firethorn Wealth Partners held 3,994 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $227K as of Q2 2021.
  • Firethorn Wealth Partners sold 189 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2021, an estimated $10.7K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.19% of Firethorn Wealth Partners's portfolio in Q2 2021, its #110 holding.
  • Firethorn Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2020 and has held it in 3 quarters since.
  • Firethorn Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $338K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2021.

Based on Firethorn Wealth Partners's 13F filing for Q2 2021, filed 20 Jul 2021.