Richard P. Slaughter Associates’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Richard P. Slaughter Associates’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 Q3	–	Sell	-3,622	Closed	-$186K	–	129
2022 Q2	$186K	Buy	+3,622	New	+$187K	0.08%	124
2022 Q1	–	Sell	-5,489	Closed	-$308K	–	142
2021 Q4	$308K	Buy	+5,489	New	+$309K	0.11%	116

Other funds holding MUNI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Richard P. Slaughter Associates's MUNI Position: Q3 2022 in Review

Richard P. Slaughter Associates sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2022, closing a stake of 3,622 shares — an estimated $186K sold.

Richard P. Slaughter Associates first reported a position in MUNI in Q4 2021 and held it in 2 quarters. The position peaked at $308K in Q4 2021. 169 funds tracked by Wall St. Rank hold MUNI as of Q3 2022.

Richard P. Slaughter Associates reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Richard P. Slaughter Associates sold 3,622 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $186K.
Richard P. Slaughter Associates first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
Richard P. Slaughter Associates's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $308K in Q4 2021.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2022, filed 11 Oct 2022.