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

Harborview 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
2021 Q3	$646K	Sell	11,453 -1,187	-9%	-$67.5K	0.36%	57
2021 Q2	$718K	Sell	12,640 -763	-6%	-$43.2K	0.4%	51
2021 Q1	$753K	Sell	13,403 -2,525	-16%	-$143K	0.46%	50
2020 Q4	$904K	Sell	15,928 -473	-3%	-$26.6K	0.61%	34
2020 Q3	$922K	Sell	16,401 -913	-5%	-$51.4K	0.7%	31
2020 Q2	$963K	Buy	17,314 +3,654	+27%	+$200K	0.8%	27
2020 Q1	$745K	Buy	+13,660	New	+$754K	0.74%	28

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Harborview Advisors's MUNI Position: Q3 2021 in Review

Harborview Advisors reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 9.4% in Q3 2021, selling an estimated $67.5K and leaving 11,453 shares worth $646K. The position accounts for 0.36% of the portfolio, ranked #57.

Harborview Advisors first reported a position in MUNI in Q1 2020 and has held it in 7 quarters since. The position peaked at $963K in Q2 2020. 141 funds tracked by Wall St. Rank hold MUNI as of Q3 2021.

Harborview Advisors held 11,453 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $646K as of Q3 2021.
Harborview Advisors sold 1,187 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2021, an estimated $67.5K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.36% of Harborview Advisors's portfolio in Q3 2021, its #57 holding.
Harborview Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and has held it in 7 quarters since.
Harborview Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $963K in Q2 2020.
141 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.