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

Hoover Financial 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 Q2	$5K	Buy	92 +8	+10%	+$453	﹤0.01%	544
2021 Q1	$5K	Buy	84 +36	+75%	+$2.04K	﹤0.01%	492
2020 Q4	$3K	Buy	48 +19	+66%	+$1.07K	﹤0.01%	488
2020 Q3	$2K	Sell	29 -21	-42%	-$1.18K	﹤0.01%	179
2020 Q2	$3K	Buy	+50	New	+$2.74K	﹤0.01%	428

Other funds holding MUNI

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Hoover Financial Advisors's MUNI Position: Q2 2021 in Review

Hoover Financial Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 9.5% in Q2 2021, buying an estimated $453 and bringing the position to 92 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Hoover Financial Advisors first reported a position in MUNI in Q2 2020 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold MUNI as of Q2 2021.

Hoover Financial Advisors held 92 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $5K as of Q2 2021.
Hoover Financial Advisors bought 8 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2021, an estimated $453.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #544 holding.
Hoover Financial Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and has held it in 5 quarters since.
142 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.