P.J. Schmidt Investment Management (PJS)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 Q2	–	Sell	-16,276	Closed	-$842K	–	180
2022 Q1	$842K	Buy	16,276 +780	+5%	+$42.7K	0.19%	87
2021 Q4	$851K	Buy	15,496 +1,987	+15%	+$112K	0.17%	94
2021 Q3	$757K	Sell	13,509 -1,075	-7%	-$61.1K	0.15%	101
2021 Q2	$831K	Buy	14,584 +6	+0%	+$340	0.17%	96
2021 Q1	$825K	Sell	14,578 -6,303	-30%	-$357K	0.17%	94
2020 Q4	$1.19M	Buy	20,881 +20	+0.1%	+$1.13K	0.27%	70
2020 Q3	$1.17M	Buy	+20,861	New	+$1.17M	0.28%	67

Other funds holding MUNI

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

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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s MUNI Position: Q2 2022 in Review

P.J. Schmidt Investment Management (PJS) sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2022, closing a stake of 16,276 shares — an estimated $842K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in MUNI in Q3 2020 and held it in 7 quarters. The position peaked at $1.19M in Q4 2020. 169 funds tracked by Wall St. Rank hold MUNI as of Q2 2022.

P.J. Schmidt Investment Management (PJS) reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 16,276 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $842K.
P.J. Schmidt Investment Management (PJS) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2020 and held it in 7 quarters.
P.J. Schmidt Investment Management (PJS)'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.19M in Q4 2020.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2022, filed 24 Aug 2022.