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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

SignalPoint Asset Management's MUNI Position: Q4 2024 in Review

SignalPoint Asset Management increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 19% in Q4 2024, buying an estimated $165K and bringing the position to 19,600 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #70.

SignalPoint Asset Management first reported a position in MUNI in Q4 2020 and has held it in 17 quarters since. 336 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

SignalPoint Asset Management held 19,600 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.01M as of Q4 2024.
SignalPoint Asset Management bought 3,150 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $165K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.25% of SignalPoint Asset Management's portfolio in Q4 2024, its #70 holding.
SignalPoint Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2020 and has held it in 17 quarters since.
336 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.