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

RWA Wealth Partners’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 Q4	–	Sell	-24,954	Closed	-$1.25M	–	268
2022 Q3	$1.25M	Sell	24,954 -4,151	-14%	-$215K	0.09%	114
2022 Q2	$1.5M	Sell	29,105 -3,920	-12%	-$203K	0.1%	105
2022 Q1	$1.75M	Sell	33,025 -3,725	-10%	-$204K	0.11%	106
2021 Q4	$2.06M	Hold	36,750	–	–	0.14%	100
2021 Q3	$2.07M	Hold	36,750	–	–	0.15%	94
2021 Q2	$2.09M	Sell	36,750 -105	-0.3%	-$5.95K	0.16%	94
2021 Q1	$2.07M	Hold	36,855	–	–	0.17%	94
2020 Q4	$2.09M	Hold	36,855	–	–	0.19%	91
2020 Q3	$2.07M	Sell	36,855 -3,795	-9%	-$213K	0.22%	82
2020 Q2	$2.26M	Hold	40,650	–	–	0.28%	73
2020 Q1	$2.22M	Buy	+40,650	New	+$2.24M	0.31%	64

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

FMWA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RWA Wealth Partners's MUNI Position: Q4 2022 in Review

RWA Wealth Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2022, closing a stake of 24,954 shares — an estimated $1.25M sold.

RWA Wealth Partners first reported a position in MUNI in Q1 2020 and held it in 11 quarters. The position peaked at $2.26M in Q2 2020. 203 funds tracked by Wall St. Rank hold MUNI as of Q4 2022.

RWA Wealth Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
RWA Wealth Partners sold 24,954 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2022, an estimated $1.25M.
RWA Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2020 and held it in 11 quarters.
RWA Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.26M in Q2 2020.
203 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2022.

Based on RWA Wealth Partners's 13F filing for Q4 2022, filed 19 Jan 2023.