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

Simplicity 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
2024
Q3 		– Sell
-53,913
Closed -$2.81M – 951
2024
Q2 		$2.81M Buy
53,913
+1,745
+3% +$90.7K 0.06% 292
2024
Q1 		$2.74M Buy
+52,168
New +$2.74M 0.07% 290

Other funds holding MUNI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Simplicity Wealth's MUNI Position: Q3 2024 in Review

Simplicity Wealth sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2024, closing a stake of 53,913 shares — an estimated $2.81M sold.

Simplicity Wealth first reported a position in MUNI in Q1 2024 and held it in 2 quarters. The position peaked at $2.81M in Q2 2024. 288 funds tracked by Wall St. Rank hold MUNI as of Q3 2024.

  • Simplicity Wealth reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 53,913 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2024, an estimated $2.81M.
  • Simplicity Wealth first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $2.81M in Q2 2024.
  • 288 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.