Oxford Financial Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Oxford Financial Group’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 Q2	–	Sell	-5,160	Closed	-$290K	–	238
2021 Q1	$290K	Hold	5,160	–	–	0.04%	149
2020 Q4	$293K	Hold	5,160	–	–	0.04%	148
2020 Q3	$290K	Hold	5,160	–	–	0.05%	130
2020 Q2	$287K	Hold	5,160	–	–	0.05%	129
2020 Q1	$282K	Hold	5,160	–	–	0.06%	124
2019 Q4	$285K	Hold	5,160	–	–	0.08%	52
2019 Q3	$285K	Hold	5,160	–	–	0.09%	46
2019 Q2	$283K	Hold	5,160	–	–	0.09%	45
2019 Q1	$278K	Hold	5,160	–	–	0.1%	45
2018 Q4	$273K	Hold	5,160	–	–	0.09%	39
2018 Q3	$271K	Hold	5,160	–	–	0.13%	31
2018 Q2	$273K	Hold	5,160	–	–	0.14%	35
2018 Q1	$272K	Hold	5,160	–	–	0.16%	32
2017 Q4	$277K	Hold	5,160	–	–	0.19%	31
2017 Q3	$278K	Hold	5,160	–	–	0.19%	29
2017 Q2	$276K	Hold	5,160	–	–	0.21%	23
2017 Q1	$273K	Hold	5,160	–	–	0.24%	23
2016 Q4	$270K	Buy	+5,160	New	+$275K	0.25%	20

Other funds holding MUNI

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

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

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

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

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

Oxford Financial Group's MUNI Position: Q2 2021 in Review

Oxford Financial Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2021, closing a stake of 5,160 shares — an estimated $290K sold.

Oxford Financial Group first reported a position in MUNI in Q4 2016 and held it in 18 quarters. The position peaked at $293K in Q4 2020. 142 funds tracked by Wall St. Rank hold MUNI as of Q2 2021.

Oxford Financial Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Oxford Financial Group sold 5,160 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2021, an estimated $290K.
Oxford Financial Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2016 and held it in 18 quarters.
Oxford Financial Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $293K in Q4 2020.
142 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2021.

Based on Oxford Financial Group's 13F filing for Q2 2021, filed 3 Aug 2021.