HBK Sorce Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

HBK Sorce Advisory’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 Q2	–	Sell	-6,000	Closed	-$314K	–	598
2023 Q1	$314K	Sell	6,000 -6,710	-53%	-$348K	0.01%	424
2022 Q4	$653K	Buy	12,710 +4,960	+64%	+$252K	0.02%	361
2022 Q3	$388K	Hold	7,750	–	–	0.03%	313
2022 Q2	$399K	Buy	+7,750	New	+$401K	0.03%	275
2021 Q3	–	Sell	-3,800	Closed	-$216K	–	604
2021 Q2	$216K	Buy	+3,800	New	+$215K	0.01%	537

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

HBK Sorce Advisory's MUNI Position: Q2 2023 in Review

HBK Sorce Advisory sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2023, closing a stake of 6,000 shares — an estimated $314K sold.

HBK Sorce Advisory first reported a position in MUNI in Q2 2021 and held it in 5 quarters. The position peaked at $653K in Q4 2022. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2023.

HBK Sorce Advisory reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
HBK Sorce Advisory sold 6,000 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2023, an estimated $314K.
HBK Sorce Advisory first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2021 and held it in 5 quarters.
HBK Sorce Advisory's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $653K in Q4 2022.
215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2023.

Based on HBK Sorce Advisory's 13F filing for Q2 2023, filed 4 Aug 2023.