Principle Wealth Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Principle Wealth Partners’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
2020 Q3	–	Sell	-1,327	Closed	-$74K	–	330
2020 Q2	$74K	Buy	+1,327	New	+$72.8K	0.02%	242

Other funds holding MUNI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Principle Wealth Partners's MUNI Position: Q3 2020 in Review

Principle Wealth Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2020, closing a stake of 1,327 shares — an estimated $74K sold.

Principle Wealth Partners first reported a position in MUNI in Q2 2020 and held it in 1 quarter. The position peaked at $74K in Q2 2020. 118 funds tracked by Wall St. Rank hold MUNI as of Q3 2020.

Principle Wealth Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 1,327 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2020, an estimated $74K.
Principle Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $74K in Q2 2020.
118 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.