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Live Your Vision’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Live Your Vision’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
2019
Q1 		$921K Sell
17,085
-4,271
-20% -$228K 0.28% 38
2018
Q4 		$1.13M Sell
21,356
-430
-2% -$22.5K 0.38% 33
2018
Q3 		$1.14M Buy
21,786
+280
+1% +$14.8K 0.36% 34
2018
Q2 		$1.14M Sell
21,506
-737
-3% -$38.8K 0.38% 34
2018
Q1 		$1.17M Sell
22,243
-155
-0.7% -$8.21K 0.4% 31
2017
Q4 		$1.2M Sell
22,398
-2,841
-11% -$153K 0.4% 32
2017
Q3 		$1.36M Sell
25,239
-865
-3% -$46.5K 0.48% 32
2017
Q2 		$1.4M Buy
26,104
+977
+4% +$52.2K 0.52% 30
2017
Q1 		$1.33M Sell
25,127
-2,791
-10% -$147K 0.52% 33
2016
Q4 		$1.46M Sell
27,918
-9,016
-24% -$481K 0.62% 31
2016
Q3 		$2.03M Sell
36,934
-13,420
-27% -$738K 0.87% 29
2016
Q2 		$2.77M Sell
50,354
-505
-1% -$27.6K 1.27% 27
2016
Q1 		$2.76M Sell
50,859
-573
-1% -$31.1K 1.31% 25
2015
Q4 		$2.78M Sell
51,432
-15,486
-23% -$829K 1.33% 26
2015
Q3 		$3.56M Sell
66,918
-6,801
-9% -$360K 1.68% 22
2015
Q2 		$3.88M Sell
73,719
-6,557
-8% -$349K 1.8% 23
2015
Q1 		$4.32M Buy
80,276
+8,067
+11% +$435K 2.05% 18
2014
Q4 		$3.9M Buy
72,209
+24,735
+52% +$1.33M 1.94% 18
2014
Q3 		$2.56M Buy
47,474
+9,500
+25% +$507K 1.35% 21
2014
Q2 		$2.02M Buy
37,974
+15,209
+67% +$807K 1.06% 22
2014
Q1 		$1.2M Buy
22,765
+5,106
+29% +$268K 0.63% 26
2013
Q4 		$914K Buy
+17,659
New +$920K 0.5% 25

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Live Your Vision's MUNI Position: Q1 2019 in Review

Live Your Vision reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 20% in Q1 2019, selling an estimated $228K and leaving 17,085 shares worth $921K. The position accounts for 0.28% of the portfolio, ranked #38.

Live Your Vision first reported a position in MUNI in Q4 2013 and has held it in 22 quarters since. The position peaked at $4.32M in Q1 2015. 81 funds tracked by Wall St. Rank hold MUNI as of Q1 2019.

  • Live Your Vision held 17,085 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $921K as of Q1 2019.
  • Live Your Vision sold 4,271 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2019, an estimated $228K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.28% of Live Your Vision's portfolio in Q1 2019, its #38 holding.
  • Live Your Vision first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2013 and has held it in 22 quarters since.
  • Live Your Vision's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $4.32M in Q1 2015.
  • 81 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.