Laird Norton Wetherby Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Laird Norton Wetherby Wealth Management’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	-12,150	Closed	-$644K	–	927
2024 Q3	$644K	Buy	12,150 +69	+0.6%	+$3.62K	0.03%	478
2024 Q2	$629K	Buy	12,081 +37	+0.3%	+$1.92K	0.03%	478
2024 Q1	$632K	Hold	12,044	–	–	0.03%	485
2023 Q4	$636K	Buy	+12,044	New	+$613K	0.03%	461

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

Laird Norton Wetherby Wealth Management's MUNI Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2024, closing a stake of 12,150 shares — an estimated $644K sold.

Laird Norton Wetherby Wealth Management first reported a position in MUNI in Q4 2023 and held it in 4 quarters. The position peaked at $644K in Q3 2024. 334 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

Laird Norton Wetherby Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 12,150 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $644K.
Laird Norton Wetherby Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $644K in Q3 2024.
334 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.