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

Independence Wealth 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
2020 Q3	–	Sell	-9,756	Closed	-$543K	–	18
2020 Q2	$543K	Sell	9,756 -19,470	-67%	-$1.07M	1.31%	13
2020 Q1	$1.59M	Buy	29,226 +3,575	+14%	+$197K	1.92%	15
2019 Q4	$1.42M	Buy	25,651 +2,015	+9%	+$111K	1.38%	16
2019 Q3	$1.31M	Buy	+23,636	New	+$1.31M	1.38%	17

Other funds holding MUNI

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

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

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

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

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

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

BCI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Independence Wealth Advisors's MUNI Position: Q3 2020 in Review

Independence Wealth Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2020, closing a stake of 9,756 shares — an estimated $543K sold.

Independence Wealth Advisors first reported a position in MUNI in Q3 2019 and held it in 4 quarters. The position peaked at $1.59M in Q1 2020. 118 funds tracked by Wall St. Rank hold MUNI as of Q3 2020.

Independence Wealth Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Independence Wealth Advisors sold 9,756 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2020, an estimated $543K.
Independence Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2019 and held it in 4 quarters.
Independence Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.59M in Q1 2020.
118 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2020.

Based on Independence Wealth Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.