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Raymond James Financial Services Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Raymond James Financial Services Advisors’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 		$7.4M Buy
139,755
+13,544
+11% +$711K 0.01% 1017
2024
Q2 		$6.57M Buy
126,211
+39,015
+45% +$2.03M 0.01% 1026
2024
Q1 		$4.58M Buy
87,196
+14,785
+20% +$777K 0.01% 1183
2023
Q4 		$3.82M Buy
72,411
+9,373
+15% +$477K 0.01% 1226
2023
Q3 		$3.16M Buy
63,038
+25,835
+69% +$1.32M 0.01% 1242
2023
Q2 		$1.93M Sell
37,203
-8,010
-18% -$416K ﹤0.01% 1529
2023
Q1 		$2.36M Sell
45,213
-47,440
-51% -$2.46M ﹤0.01% 1389
2022
Q4 		$4.76M Buy
92,653
+14,433
+18% +$733K 0.01% 980
2022
Q3 		$3.92M Buy
78,220
+18,000
+30% +$931K 0.01% 1041
2022
Q2 		$3.1M Buy
60,220
+911
+2% +$47.1K 0.01% 1190
2022
Q1 		$3.14M Buy
59,309
+26,606
+81% +$1.46M 0.01% 1245
2021
Q4 		$1.84M Sell
32,703
-5,149
-14% -$290K ﹤0.01% 1595
2021
Q3 		$2.13M Buy
37,852
+1,083
+3% +$61.5K ﹤0.01% 1452
2021
Q2 		$2.09M Sell
36,769
-17,586
-32% -$996K ﹤0.01% 1444
2021
Q1 		$3.06M Buy
54,355
+23,611
+77% +$1.34M 0.01% 1158
2020
Q4 		$1.74M Buy
30,744
+48
+0.2% +$2.7K ﹤0.01% 1371
2020
Q3 		$1.73M Buy
30,696
+5
+0% +$281 ﹤0.01% 1246
2020
Q2 		$1.71M Buy
30,691
+3,775
+14% +$207K 0.01% 1182
2020
Q1 		$1.47M Sell
26,916
-979
-4% -$54K 0.01% 1037
2019
Q4 		$1.54M Buy
27,895
+9,307
+50% +$513K ﹤0.01% 1302
2019
Q3 		$1.03M Buy
18,588
+2,665
+17% +$147K ﹤0.01% 1461
2019
Q2 		$873K Buy
15,923
+4,910
+45% +$267K ﹤0.01% 1575
2019
Q1 		$594K Sell
11,013
-43
-0.4% -$2.29K ﹤0.01% 1778
2018
Q4 		$584K Buy
11,056
+17
+0.2% +$889 ﹤0.01% 1570
2018
Q3 		$580K Sell
11,039
-68
-0.6% -$3.59K ﹤0.01% 1806
2018
Q2 		$587K Sell
11,107
-717
-6% -$37.8K ﹤0.01% 1770
2018
Q1 		$624K Sell
11,824
-619
-5% -$32.8K ﹤0.01% 1587
2017
Q4 		$668K Buy
12,443
+9
+0.1% +$483 ﹤0.01% 1539
2017
Q3 		$669K Buy
12,434
+738
+6% +$39.7K ﹤0.01% 1553
2017
Q2 		$625K Hold
11,696
– – ﹤0.01% 1553
2017
Q1 		$619K Sell
11,696
-538
-4% -$28.3K ﹤0.01% 1456
2016
Q4 		$641K Buy
12,234
+11
+0.1% +$587 0.01% 1389
2016
Q3 		$670K Buy
12,223
+1,036
+9% +$57K 0.01% 1332
2016
Q2 		$616K Hold
11,187
– – 0.01% 1312
2016
Q1 		$607K Sell
11,187
-75
-0.7% -$4.07K 0.01% 1168
2015
Q4 		$608K Sell
11,262
-5
-0% -$268 0.01% 1121
2015
Q3 		$600K Buy
+11,267
New +$597K 0.01% 975

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors's MUNI Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 11% in Q3 2024, buying an estimated $711K and bringing the position to 139,755 shares worth $7.4M. The position accounts for 0.01% of the portfolio, ranked #1017.

Raymond James Financial Services Advisors first reported a position in MUNI in Q3 2015 and has held it in 37 quarters since. 288 funds tracked by Wall St. Rank hold MUNI as of Q3 2024.

  • Raymond James Financial Services Advisors held 139,755 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7.4M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 13,544 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2024, an estimated $711K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1017 holding.
  • Raymond James Financial Services Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2015 and has held it in 37 quarters since.
  • 288 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.