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

Planning Capital Management Corporation’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 Q3	$92.1K	Hold	1,738	–	–	0.06%	140
2024 Q2	$90.5K	Hold	1,738	–	–	0.06%	143
2024 Q1	$91.2K	Hold	1,738	–	–	0.07%	136
2023 Q4	$91.8K	Buy	+1,738	New	+$88.5K	0.07%	138

Other funds holding MUNI

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Planning Capital Management Corporation's MUNI Position: Q3 2024 in Review

Planning Capital Management Corporation held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q3 2024 at 1,738 shares worth $92.1K. The position accounts for 0.06% of the portfolio, ranked #140.

Planning Capital Management Corporation first reported a position in MUNI in Q4 2023 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold MUNI as of Q3 2024.

Planning Capital Management Corporation held 1,738 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $92.1K as of Q3 2024.
Planning Capital Management Corporation left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2024.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.06% of Planning Capital Management Corporation's portfolio in Q3 2024, its #140 holding.
Planning Capital Management Corporation first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 4 quarters since.
288 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.