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

Martel Wealth 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
2024 Q4	–	Sell	-17,823	Closed	-$939K	–	73
2024 Q3	$939K	Hold	17,823	–	–	0.19%	29
2024 Q2	$928K	Hold	17,823	–	–	0.2%	30
2024 Q1	$935K	Hold	17,823	–	–	0.2%	30
2023 Q4	$941K	Hold	17,823	–	–	0.21%	29
2023 Q3	$892K	Buy	17,823 +1,306	+8%	+$66.9K	0.22%	28
2023 Q2	$856K	Hold	16,517	–	–	0.21%	30
2023 Q1	$863K	Buy	16,517 +648	+4%	+$33.7K	0.22%	27
2022 Q4	$815K	Buy	+15,869	New	+$805K	0.22%	29

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

Martel Wealth Advisors's MUNI Position: Q4 2024 in Review

Martel Wealth Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2024, closing a stake of 17,823 shares — an estimated $939K sold.

Martel Wealth Advisors first reported a position in MUNI in Q4 2022 and held it in 8 quarters. The position peaked at $941K in Q4 2023. 334 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

Martel Wealth Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Martel Wealth Advisors sold 17,823 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $939K.
Martel Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 8 quarters.
Martel Wealth Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $941K in Q4 2023.
334 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Martel Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.