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SAM
SignalPoint Asset Management’s
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
Stock Holding History
SignalPoint Asset Management’s Portfolio
MUNI Stock Details
MUNI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
$1.01M
Buy
19,600
+3,150
+19%
+$165K
0.25%
70
2024
Q3
$871K
Buy
16,450
+6,245
+61%
+$328K
0.2%
96
2024
Q2
$531K
Buy
10,205
+1,300
+15%
+$67.6K
0.14%
145
2024
Q1
$467K
Buy
8,905
+1,380
+18%
+$72.5K
0.13%
150
2023
Q4
$397K
Buy
7,525
+1,425
+23%
+$72.5K
0.12%
154
2023
Q3
$305K
Hold
6,100
–
–
0.1%
172
2023
Q2
$316K
Hold
6,100
–
–
0.1%
170
2023
Q1
$319K
Hold
6,100
–
–
0.1%
169
2022
Q4
$313K
Hold
6,100
–
–
0.11%
169
2022
Q3
$305K
Hold
6,100
–
–
0.12%
162
2022
Q2
$314K
Hold
6,100
–
–
0.11%
164
2022
Q1
$323K
Hold
6,100
–
–
0.1%
174
2021
Q4
$342K
Hold
6,100
–
–
0.1%
168
2021
Q3
$344K
Buy
6,100
+300
+5%
+$17K
0.11%
162
2021
Q2
$329K
Buy
5,800
+900
+18%
+$51K
0.11%
168
2021
Q1
$275K
Buy
4,900
+400
+9%
+$22.6K
0.1%
173
2020
Q4
$255K
Buy
+4,500
New
+$253K
0.1%
168
Other funds holding MUNI
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
DWM
Dynasty Wealth Management
St. Petersburg, Florida
$11.5B AUM
15.23%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania)
Wormleysburg, Pennsylvania
$1.32B AUM
23.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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