MassMutual Private Wealth & Trust’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

MassMutual Private Wealth & Trust’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 Q4	–	Sell	-12,123	Closed	-$607K	–	2038
2023 Q3	$607K	Buy	+12,123	New	+$621K	0.02%	265
2019 Q1	–	Sell	-968	Closed	-$51.1K	–	943
2018 Q4	$51.1K	Sell	968 -12,723	-93%	-$666K	﹤0.01%	409
2018 Q3	$719K	Buy	+13,691	New	+$722K	0.05%	224

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WWA

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

MassMutual Private Wealth & Trust's MUNI Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2023, closing a stake of 12,123 shares — an estimated $607K sold.

MassMutual Private Wealth & Trust first reported a position in MUNI in Q3 2018 and held it in 3 quarters. The position peaked at $719K in Q3 2018. 261 funds tracked by Wall St. Rank hold MUNI as of Q4 2023.

MassMutual Private Wealth & Trust reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 12,123 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $607K.
MassMutual Private Wealth & Trust first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2018 and held it in 3 quarters.
MassMutual Private Wealth & Trust's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $719K in Q3 2018.
261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.