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Retirement Planning Group (Kansas)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Retirement Planning Group (Kansas)’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 		– Sell
-39,056
Closed -$2.01M – 150
2022
Q4 		$2.01M Sell
39,056
-21,049
-35% -$1.07M 0.23% 45
2022
Q3 		$3.01M Buy
60,105
+33,432
+125% +$1.73M 0.38% 26
2022
Q2 		$1.37M Sell
26,673
-1,783
-6% -$92.3K 0.17% 40
2022
Q1 		$1.51M Sell
28,456
-11,506
-29% -$629K 0.16% 39
2021
Q4 		$2.25M Sell
39,962
-3,730
-9% -$210K 0.22% 28
2021
Q3 		$2.46M Buy
43,692
+5,394
+14% +$307K 0.28% 24
2021
Q2 		$2.17M Buy
38,298
+7,681
+25% +$435K 0.25% 28
2021
Q1 		$1.72M Buy
30,617
+1,033
+3% +$58.4K 0.24% 24
2020
Q4 		$1.68M Buy
29,584
+1,312
+5% +$73.9K 0.24% 24
2020
Q3 		$1.59M Buy
28,272
+702
+3% +$39.5K 0.26% 25
2020
Q2 		$1.53M Buy
27,570
+6
+0% +$329 0.28% 26
2020
Q1 		$1.5M Buy
27,564
+806
+3% +$44.5K 0.36% 20
2019
Q4 		$1.48M Buy
26,758
+654
+3% +$36.1K 0.29% 28
2019
Q3 		$1.44M Buy
26,104
+1,690
+7% +$93.4K 0.31% 26
2019
Q2 		$1.34M Buy
24,414
+1,163
+5% +$63.2K 0.3% 26
2019
Q1 		$1.25M Buy
23,251
+4,355
+23% +$232K 0.3% 26
2018
Q4 		$998K Buy
+18,896
New +$988K 0.27% 30

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Planning Group (Kansas)'s MUNI Position: Q1 2023 in Review

Retirement Planning Group (Kansas) sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2023, closing a stake of 39,056 shares — an estimated $2.01M sold.

Retirement Planning Group (Kansas) first reported a position in MUNI in Q4 2018 and held it in 17 quarters. The position peaked at $3.01M in Q3 2022. 217 funds tracked by Wall St. Rank hold MUNI as of Q1 2023.

  • Retirement Planning Group (Kansas) reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 39,056 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $2.01M.
  • Retirement Planning Group (Kansas) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2018 and held it in 17 quarters.
  • Retirement Planning Group (Kansas)'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.01M in Q3 2022.
  • 217 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2023, filed 20 Apr 2023.