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

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-11,143
Closed -$573K – 310
2022
Q4 		$573K Buy
+11,143
New +$566K 0.81% 20

Other funds holding MUNI

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freedom Wealth Alliance's MUNI Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2023, closing a stake of 11,143 shares — an estimated $573K sold.

Freedom Wealth Alliance first reported a position in MUNI in Q4 2022 and held it in 1 quarter. The position peaked at $573K in Q4 2022. 217 funds tracked by Wall St. Rank hold MUNI as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 11,143 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $573K.
  • Freedom Wealth Alliance first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $573K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.