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

Foundations Investment 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
2024 Q1	–	Sell	-5,291	Closed	-$279K	–	733
2023 Q4	$279K	Hold	5,291	–	–	0.01%	567
2023 Q3	$265K	Buy	+5,291	New	+$271K	0.01%	541

Other funds holding MUNI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

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

WWA

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

Foundations Investment Advisors's MUNI Position: Q1 2024 in Review

Foundations Investment Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2024, closing a stake of 5,291 shares — an estimated $279K sold.

Foundations Investment Advisors first reported a position in MUNI in Q3 2023 and held it in 2 quarters. The position peaked at $279K in Q4 2023. 261 funds tracked by Wall St. Rank hold MUNI as of Q1 2024.

Foundations Investment Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Foundations Investment Advisors sold 5,291 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2024, an estimated $279K.
Foundations Investment Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2023 and held it in 2 quarters.
Foundations Investment Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $279K in Q4 2023.
261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.