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

Money Concepts Capital’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 Q1	–	Sell	-489	Closed	-$25.1K	–	1985
2022 Q4	$25.1K	Buy	489 +156	+47%	+$7.92K	﹤0.01%	1559
2022 Q3	$17K	Buy	+333	New	+$17.2K	﹤0.01%	951
2022 Q2	–	Sell	-276	Closed	-$15K	–	2175
2022 Q1	$15K	Buy	+276	New	+$15.1K	﹤0.01%	1745

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Money Concepts Capital's MUNI Position: Q1 2023 in Review

Money Concepts Capital sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2023, closing a stake of 489 shares — an estimated $25.1K sold.

Money Concepts Capital first reported a position in MUNI in Q1 2022 and held it in 3 quarters. The position peaked at $25.1K in Q4 2022. 217 funds tracked by Wall St. Rank hold MUNI as of Q1 2023.

Money Concepts Capital reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 489 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $25.1K.
Money Concepts Capital first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $25.1K in Q4 2022.
217 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.