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

Northwest Capital 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
2024 Q2	–	Sell	-730	Closed	-$38.3K	–	527
2024 Q1	$38.3K	Hold	730	–	–	0.01%	246
2023 Q4	$38.5K	Buy	+730	New	+$37.2K	0.01%	242

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

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

TCM

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

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

WWA

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

Northwest Capital Management's MUNI Position: Q2 2024 in Review

Northwest Capital Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2024, closing a stake of 730 shares — an estimated $38.3K sold.

Northwest Capital Management first reported a position in MUNI in Q4 2023 and held it in 2 quarters. The position peaked at $38.5K in Q4 2023. 279 funds tracked by Wall St. Rank hold MUNI as of Q2 2024.

Northwest Capital Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Northwest Capital Management sold 730 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $38.3K.
Northwest Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 2 quarters.
Northwest Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $38.5K in Q4 2023.
279 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on Northwest Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.