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

Signify Wealth’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
Q4 		– Sell
-43,130
Closed -$2.16M – 38
2023
Q3 		$2.16M Sell
43,130
-23,096
-35% -$1.18M 2.9% 14
2023
Q2 		$3.43M Buy
66,226
+3,981
+6% +$207K 2.96% 13
2023
Q1 		$3.25M Sell
62,245
-6,007
-9% -$312K 2.87% 16
2022
Q4 		$3.51M Sell
68,252
-2,108
-3% -$107K 3.07% 9
2022
Q3 		$3.53M Buy
70,360
+618
+0.9% +$32K 3.75% 10
2022
Q2 		$3.59M Buy
69,742
+58,955
+547% +$3.05M 4.98% 5
2022
Q1 		$1.08M Sell
10,787
-338,334
-97% -$18.5M 0.73% 16
2021
Q4 		$19.6M Sell
349,121
-54,704
-14% -$3.08M 12.18% 3
2021
Q3 		$22.8M Sell
403,825
-22,038
-5% -$1.25M 18.12% 2
2021
Q2 		$24.2M Sell
425,863
-26,659
-6% -$1.51M 18.63% 2
2021
Q1 		$25.4M Buy
452,522
+46,997
+12% +$2.66M 19.01% 2
2020
Q4 		$23M Buy
+405,525
New +$22.8M 18.2% 3

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Signify Wealth's MUNI Position: Q4 2023 in Review

Signify Wealth sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2023, closing a stake of 43,130 shares — an estimated $2.16M sold.

Signify Wealth first reported a position in MUNI in Q4 2020 and held it in 12 quarters. The position peaked at $25.4M in Q1 2021. 261 funds tracked by Wall St. Rank hold MUNI as of Q4 2023.

  • Signify Wealth reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Signify Wealth sold 43,130 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $2.16M.
  • Signify Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2020 and held it in 12 quarters.
  • Signify Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $25.4M in Q1 2021.
  • 261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on Signify Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.