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

Fourpath Capital 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 		– Sell
-129
Closed -$6.83K – 573
2024
Q3 		$6.83K Buy
+129
New +$6.78K ﹤0.01% 531

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

Fourpath Capital Management's MUNI Position: Q4 2024 in Review

Fourpath Capital Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2024, closing a stake of 129 shares — an estimated $6.83K sold.

Fourpath Capital Management first reported a position in MUNI in Q3 2024 and held it in 1 quarter. The position peaked at $6.83K in Q3 2024. 334 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

  • Fourpath Capital Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 129 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $6.83K.
  • Fourpath Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $6.83K 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 Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.