Mid Atlantic Financial Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$1.42M	Buy	25,253 +6,222	+33%	+$354K	0.1%	180
2021 Q2	$1.08M	Buy	19,031 +187	+1%	+$10.6K	0.07%	232
2021 Q1	$1.06M	Buy	+18,844	New	+$1.07M	0.08%	225

Other funds holding MUNI

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

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

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

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mid Atlantic Financial Management's MUNI Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 33% in Q3 2021, buying an estimated $354K and bringing the position to 25,253 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #180.

Mid Atlantic Financial Management first reported a position in MUNI in Q1 2021 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold MUNI as of Q3 2021.

Mid Atlantic Financial Management held 25,253 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.42M as of Q3 2021.
Mid Atlantic Financial Management bought 6,222 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2021, an estimated $354K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.1% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #180 holding.
Mid Atlantic Financial Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2021 and has held it in 3 quarters since.
141 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.