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KMG Fiduciary Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

KMG Fiduciary Partners’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
2023
Q1 		– Sell
-11,094
Closed -$570K – 239
2022
Q4 		$570K Buy
+11,094
New +$563K 0.09% 155

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Morgan Stanley
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Wells Fargo
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WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
APP
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KMG Fiduciary Partners's MUNI Position: Q1 2023 in Review

KMG Fiduciary Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2023, closing a stake of 11,094 shares — an estimated $570K sold.

KMG Fiduciary Partners first reported a position in MUNI in Q4 2022 and held it in 1 quarter. The position peaked at $570K in Q4 2022. 217 funds tracked by Wall St. Rank hold MUNI as of Q1 2023.

  • KMG Fiduciary Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 11,094 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $570K.
  • KMG Fiduciary Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • KMG Fiduciary Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $570K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on KMG Fiduciary Partners's 13F filing for Q1 2023, filed 13 Apr 2023.