Magnolia Capital Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Magnolia Capital Advisors’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 Q2	–	Sell	-3,900	Closed	-$204K	–	142
2023 Q1	$204K	Hold	3,900	–	–	0.1%	137
2022 Q4	$200K	Buy	+3,900	New	+$198K	0.13%	133

Other funds holding MUNI

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

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Magnolia Capital Advisors's MUNI Position: Q2 2023 in Review

Magnolia Capital Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2023, closing a stake of 3,900 shares — an estimated $204K sold.

Magnolia Capital Advisors first reported a position in MUNI in Q4 2022 and held it in 2 quarters. The position peaked at $204K in Q1 2023. 215 funds tracked by Wall St. Rank hold MUNI as of Q2 2023.

Magnolia Capital Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Magnolia Capital Advisors sold 3,900 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2023, an estimated $204K.
Magnolia Capital Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 2 quarters.
Magnolia Capital Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $204K in Q1 2023.
215 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2023.

Based on Magnolia Capital Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.