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

JSF Financial’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 Q4	–	Sell	-4,000	Closed	-$212K	–	130
2024 Q3	$212K	Hold	4,000	–	–	0.06%	110
2024 Q2	$208K	Hold	4,000	–	–	0.06%	108
2024 Q1	$210K	Hold	4,000	–	–	0.07%	105
2023 Q4	$211K	Hold	4,000	–	–	0.07%	100
2023 Q3	$200K	Hold	4,000	–	–	0.08%	99
2023 Q2	$207K	Hold	4,000	–	–	0.07%	99
2023 Q1	$209K	Hold	4,000	–	–	0.08%	111
2022 Q4	$206K	Hold	4,000	–	–	0.08%	108
2022 Q3	$200K	Hold	4,000	–	–	0.08%	99
2022 Q2	$206K	Hold	4,000	–	–	0.09%	91
2022 Q1	$212K	Hold	4,000	–	–	0.09%	106
2021 Q4	$225K	Hold	4,000	–	–	0.11%	98
2021 Q3	$225K	Hold	4,000	–	–	0.11%	100
2021 Q2	$227K	Hold	4,000	–	–	0.13%	90
2021 Q1	$225K	Hold	4,000	–	–	0.14%	86
2020 Q4	$227K	Hold	4,000	–	–	0.16%	79
2020 Q3	$225K	Hold	4,000	–	–	0.18%	63
2020 Q2	$223K	Hold	4,000	–	–	0.19%	56
2020 Q1	$218K	Hold	4,000	–	–	0.22%	53
2019 Q4	$221K	Hold	4,000	–	–	0.22%	57
2019 Q3	$221K	Hold	4,000	–	–	0.24%	56
2019 Q2	$219K	Hold	4,000	–	–	0.24%	55
2019 Q1	$216K	Hold	4,000	–	–	0.24%	53
2018 Q4	$211K	Buy	+4,000	New	+$209K	0.22%	52

Other funds holding MUNI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

JSF Financial's MUNI Position: Q4 2024 in Review

JSF Financial sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2024, closing a stake of 4,000 shares — an estimated $212K sold.

JSF Financial first reported a position in MUNI in Q4 2018 and held it in 24 quarters. The position peaked at $227K in Q2 2021. 334 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

JSF Financial reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
JSF Financial sold 4,000 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $212K.
JSF Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2018 and held it in 24 quarters.
JSF Financial's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $227K in Q2 2021.
334 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on JSF Financial's 13F filing for Q4 2024, filed 29 Jan 2025.