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

PRW Wealth Management’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
Q3 		– Sell
-42,718
Closed -$2.42M – 220
2021
Q2 		$2.42M Buy
+42,718
New +$2.42M 0.71% 35

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PRW Wealth Management's MUNI Position: Q3 2021 in Review

PRW Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2021, closing a stake of 42,718 shares — an estimated $2.42M sold.

PRW Wealth Management first reported a position in MUNI in Q2 2021 and held it in 1 quarter. The position peaked at $2.42M in Q2 2021. 141 funds tracked by Wall St. Rank hold MUNI as of Q3 2021.

  • PRW Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 42,718 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2021, an estimated $2.42M.
  • PRW Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.42M in Q2 2021.
  • 141 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.