Quantitative Advantage’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Quantitative Advantage’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
2023 Q1	$807K	Buy	15,434 +1,617	+12%	+$84K	0.12%	94
2022 Q4	$710K	Buy	13,817 +1,317	+11%	+$66.8K	0.11%	92
2022 Q3	$627K	Sell	12,500 -1,929	-13%	-$99.8K	0.11%	87
2022 Q2	$743K	Sell	14,429 -1,813	-11%	-$93.8K	0.13%	72
2022 Q1	$861K	Buy	+16,242	New	+$888K	0.13%	68

Other funds holding MUNI

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Quantitative Advantage's MUNI Position: Q1 2023 in Review

Quantitative Advantage increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 12% in Q1 2023, buying an estimated $84K and bringing the position to 15,434 shares worth $807K. The position accounts for 0.12% of the portfolio, ranked #94.

Quantitative Advantage first reported a position in MUNI in Q1 2022 and has held it in 5 quarters since. The position peaked at $861K in Q1 2022. 217 funds tracked by Wall St. Rank hold MUNI as of Q1 2023.

Quantitative Advantage held 15,434 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $807K as of Q1 2023.
Quantitative Advantage bought 1,617 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $84K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.12% of Quantitative Advantage's portfolio in Q1 2023, its #94 holding.
Quantitative Advantage first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 5 quarters since.
Quantitative Advantage's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $861K in Q1 2022.
217 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.