Klingenstein Fields & Co’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Klingenstein Fields & Co’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 Q2	–	Sell	-35,324	Closed	-$1.87M	–	183
2022 Q1	$1.87M	Hold	35,324	–	–	0.08%	87
2021 Q4	$1.99M	Buy	35,324 +14,209	+67%	+$799K	0.08%	86
2021 Q3	$1.19M	Buy	+21,115	New	+$1.2M	0.05%	98

Other funds holding MUNI

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

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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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 $5.99B AUM 21.91% 1-Year Est. Return

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

SSC

Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return

Klingenstein Fields & Co's MUNI Position: Q2 2022 in Review

Klingenstein Fields & Co sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2022, closing a stake of 35,324 shares — an estimated $1.87M sold.

Klingenstein Fields & Co first reported a position in MUNI in Q3 2021 and held it in 3 quarters. The position peaked at $1.99M in Q4 2021. 169 funds tracked by Wall St. Rank hold MUNI as of Q2 2022.

Klingenstein Fields & Co reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Klingenstein Fields & Co sold 35,324 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $1.87M.
Klingenstein Fields & Co first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and held it in 3 quarters.
Klingenstein Fields & Co's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.99M in Q4 2021.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on Klingenstein Fields & Co's 13F filing for Q2 2022, filed 1 Aug 2022.