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M Holdings Securities’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

M Holdings Securities’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
2020
Q2 		– Sell
-49,315
Closed -$2.69M – 207
2020
Q1 		$2.69M Buy
+49,315
New +$2.72M 0.4% 73

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M Holdings Securities's MUNI Position: Q2 2020 in Review

M Holdings Securities sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2020, closing a stake of 49,315 shares — an estimated $2.69M sold.

M Holdings Securities first reported a position in MUNI in Q1 2020 and held it in 1 quarter. The position peaked at $2.69M in Q1 2020. 115 funds tracked by Wall St. Rank hold MUNI as of Q2 2020.

  • M Holdings Securities reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • M Holdings Securities sold 49,315 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2020, an estimated $2.69M.
  • M Holdings Securities first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and held it in 1 quarter.
  • M Holdings Securities's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.69M in Q1 2020.
  • 115 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2020.

Based on M Holdings Securities's 13F filing for Q2 2020, filed 21 Aug 2020.