Kowal Investment Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Kowal Investment Group’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 Q3	$1.84M	Sell	34,682 -168	-0.5%	-$8.82K	0.34%	45
2024 Q2	$1.81M	Sell	34,850 -995	-3%	-$51.7K	0.36%	40
2024 Q1	$1.88M	Sell	35,845 -1,020	-3%	-$53.6K	0.41%	34
2023 Q4	$1.95M	Sell	36,865 -9,899	-21%	-$504K	0.45%	33
2023 Q3	$2.34M	Buy	46,764 +3,004	+7%	+$154K	0.63%	20
2023 Q2	$2.27M	Sell	43,760 -4,630	-10%	-$240K	0.61%	21
2023 Q1	$2.53M	Buy	48,390 +260	+0.5%	+$13.5K	0.72%	20
2022 Q4	$2.47M	Buy	48,130 +30,559	+174%	+$1.55M	0.74%	21
2022 Q3	$881K	Buy	17,571 +8,973	+104%	+$464K	0.3%	44
2022 Q2	$443K	Buy	+8,598	New	+$445K	0.15%	69

Other funds holding MUNI

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

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

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

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

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

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

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kowal Investment Group's MUNI Position: Q3 2024 in Review

Kowal Investment Group reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.48% in Q3 2024, selling an estimated $8.82K and leaving 34,682 shares worth $1.84M. The position accounts for 0.34% of the portfolio, ranked #45.

Kowal Investment Group first reported a position in MUNI in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.53M in Q1 2023. 288 funds tracked by Wall St. Rank hold MUNI as of Q3 2024.

Kowal Investment Group held 34,682 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.84M as of Q3 2024.
Kowal Investment Group sold 168 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2024, an estimated $8.82K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.34% of Kowal Investment Group's portfolio in Q3 2024, its #45 holding.
Kowal Investment Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 10 quarters since.
Kowal Investment Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.53M in Q1 2023.
288 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.