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

Private Capital 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
2022 Q2	–	Sell	-272	Closed	-$14K	–	2029
2022 Q1	$14K	Hold	272	–	–	﹤0.01%	1156
2021 Q4	$15K	Hold	272	–	–	﹤0.01%	1155
2021 Q3	$15K	Hold	272	–	–	﹤0.01%	1198
2021 Q2	$15K	Hold	272	–	–	﹤0.01%	1205
2021 Q1	$15K	Hold	272	–	–	﹤0.01%	1175
2020 Q4	$16K	Hold	272	–	–	﹤0.01%	1271
2020 Q3	$15K	Hold	272	–	–	﹤0.01%	1189
2020 Q2	$15K	Hold	272	–	–	﹤0.01%	1208
2020 Q1	$15K	Hold	272	–	–	﹤0.01%	1145
2019 Q4	$15K	Hold	272	–	–	﹤0.01%	1214
2019 Q3	$15K	Hold	272	–	–	﹤0.01%	1311
2019 Q2	$14K	Hold	272	–	–	﹤0.01%	1236
2019 Q1	$15K	Hold	272	–	–	﹤0.01%	1333
2018 Q4	$14K	Hold	272	–	–	﹤0.01%	1248
2018 Q3	$14K	Hold	272	–	–	﹤0.01%	1312
2018 Q2	$14K	Hold	272	–	–	﹤0.01%	1262
2018 Q1	$14K	Buy	272 +66	+32%	+$3.5K	﹤0.01%	1228
2017 Q4	$15K	Buy	+206	New	+$11.1K	﹤0.01%	1195

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $3.32B AUM 20.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return

Private Capital Group's MUNI Position: Q2 2022 in Review

Private Capital Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2022, closing a stake of 272 shares — an estimated $14K sold.

Private Capital Group first reported a position in MUNI in Q4 2017 and held it in 18 quarters. The position peaked at $16K in Q4 2020. 169 funds tracked by Wall St. Rank hold MUNI as of Q2 2022.

Private Capital Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 272 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $14K.
Private Capital Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2017 and held it in 18 quarters.
Private Capital Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $16K 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 Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.