NorthStar Asset Management (Massachusetts)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

NorthStar Asset Management (Massachusetts)’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
2022 Q4	–	Sell	-5,024	Closed	-$252K	–	70
2022 Q3	$252K	Buy	5,024 +26	+0.5%	+$1.34K	0.09%	70
2022 Q2	$257K	Buy	+4,998	New	+$259K	0.08%	74

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s MUNI Position: Q4 2022 in Review

NorthStar Asset Management (Massachusetts) sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2022, closing a stake of 5,024 shares — an estimated $252K sold.

NorthStar Asset Management (Massachusetts) first reported a position in MUNI in Q2 2022 and held it in 2 quarters. The position peaked at $257K in Q2 2022. 203 funds tracked by Wall St. Rank hold MUNI as of Q4 2022.

NorthStar Asset Management (Massachusetts) reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
NorthStar Asset Management (Massachusetts) sold 5,024 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2022, an estimated $252K.
NorthStar Asset Management (Massachusetts) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2022 and held it in 2 quarters.
NorthStar Asset Management (Massachusetts)'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $257K in Q2 2022.
203 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2022.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q4 2022, filed 8 Feb 2023.