Simplicity Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Simplicity Solutions’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	$2.42M	Sell	45,836 -186	-0.4%	-$9.47K	0.07%	269
2023 Q3	$2.3M	Buy	46,022 +1,363	+3%	+$69.9K	0.07%	246
2023 Q2	$2.32M	Buy	44,659 +2,438	+6%	+$127K	0.06%	274
2023 Q1	$2.21M	Buy	+42,221	New	+$2.19M	0.06%	290
2016 Q1	–	Sell	-57,414	Closed	-$3.1M	–	396
2015 Q4	$3.1M	Buy	+57,414	New	+$3.07M	0.37%	69

Other funds holding MUNI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Simplicity Solutions's MUNI Position: Q4 2023 in Review

Simplicity Solutions reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.4% in Q4 2023, selling an estimated $9.47K and leaving 45,836 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #269.

Simplicity Solutions first reported a position in MUNI in Q4 2015 and has held it in 5 quarters since. The position peaked at $3.1M in Q4 2015. 261 funds tracked by Wall St. Rank hold MUNI as of Q4 2023.

Simplicity Solutions held 45,836 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.42M as of Q4 2023.
Simplicity Solutions sold 186 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $9.47K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.07% of Simplicity Solutions's portfolio in Q4 2023, its #269 holding.
Simplicity Solutions first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2015 and has held it in 5 quarters since.
Simplicity Solutions's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.1M in Q4 2015.
261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.