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Karn Couzens & Associates’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Karn Couzens & Associates’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
Q1 		$2.06M Buy
38,905
+34,305
+746% +$1.88M 1.31% 15
2021
Q4 		$259K Buy
+4,600
New +$259K 0.18% 69

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Karn Couzens & Associates's MUNI Position: Q1 2022 in Review

Karn Couzens & Associates increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 746% in Q1 2022, buying an estimated $1.88M and bringing the position to 38,905 shares worth $2.06M. The position accounts for 1.31% of the portfolio, ranked #15.

Karn Couzens & Associates first reported a position in MUNI in Q4 2021 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold MUNI as of Q1 2022.

  • Karn Couzens & Associates held 38,905 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.06M as of Q1 2022.
  • Karn Couzens & Associates bought 34,305 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2022, an estimated $1.88M.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.31% of Karn Couzens & Associates's portfolio in Q1 2022, its #15 holding.
  • Karn Couzens & Associates first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.