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

Granite Bay 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
Q1 		– Sell
-18,400
Closed -$914K – 214
2023
Q4 		$914K Sell
18,400
-32,000
-63% -$1.63M 0.01% 215
2023
Q3 		$2.58M Buy
+50,400
New +$2.58M 0.03% 157

Other funds holding MUNI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
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

Granite Bay Wealth Management's MUNI Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2024, closing a stake of 18,400 shares — an estimated $914K sold.

Granite Bay Wealth Management first reported a position in MUNI in Q3 2023 and held it in 2 quarters. The position peaked at $2.58M in Q3 2023. 261 funds tracked by Wall St. Rank hold MUNI as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 18,400 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2024, an estimated $914K.
  • Granite Bay Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.58M in Q3 2023.
  • 261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.