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Householder Group Estate & Retirement Specialist’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$19K Buy
+355
New +$18.4K 0.01% 645
2022
Q4 		– Sell
-355
Closed -$17K – 819
2022
Q3 		$17K Buy
+355
New +$18.4K 0.01% 613

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
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 $103B AUM 28.65% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MUNI Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2023: 355 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in MUNI as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in MUNI in Q3 2022 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold MUNI as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 355 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $19K as of Q1 2023.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #645 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.