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

ICA Group 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 Q2	–	Sell	-1,200	Closed	-$63K	–	1112
2024 Q1	$63K	Hold	1,200	–	–	0.01%	499
2023 Q4	$63.4K	Buy	+1,200	New	+$61.1K	0.01%	454
2023 Q3	–	Sell	-1,200	Closed	-$62.2K	–	826
2023 Q2	$62.2K	Hold	1,200	–	–	0.02%	449
2023 Q1	$62.7K	Sell	1,200 -1,885	-61%	-$97.9K	0.02%	430
2022 Q4	$159K	Buy	+3,085	New	+$157K	0.04%	288
2022 Q2	–	Sell	-4,085	Closed	-$213K	–	394
2022 Q1	$213K	Buy	+4,085	New	+$223K	0.04%	354

Other funds holding MUNI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

ICA Group Wealth Management's MUNI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2024, closing a stake of 1,200 shares — an estimated $63K sold.

ICA Group Wealth Management first reported a position in MUNI in Q1 2022 and held it in 6 quarters. The position peaked at $213K in Q1 2022. 279 funds tracked by Wall St. Rank hold MUNI as of Q2 2024.

ICA Group Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,200 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $63K.
ICA Group Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and held it in 6 quarters.
ICA Group Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $213K in Q1 2022.
279 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.