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

Intergy Private Wealth’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
2022 Q3	–	Sell	-8,024	Closed	-$413K	–	66
2022 Q2	$413K	Buy	+8,024	New	+$415K	0.33%	45

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

WWA

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Intergy Private Wealth's MUNI Position: Q3 2022 in Review

Intergy Private Wealth sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2022, closing a stake of 8,024 shares — an estimated $413K sold.

Intergy Private Wealth first reported a position in MUNI in Q2 2022 and held it in 1 quarter. The position peaked at $413K in Q2 2022. 169 funds tracked by Wall St. Rank hold MUNI as of Q3 2022.

Intergy Private Wealth reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Intergy Private Wealth sold 8,024 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $413K.
Intergy Private Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and held it in 1 quarter.
Intergy Private Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $413K in Q2 2022.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on Intergy Private Wealth's 13F filing for Q3 2022, filed 19 Oct 2022.