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

Spire Wealth 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
2023 Q4	–	Sell	-800	Closed	-$40.1K	–	2433
2023 Q3	$40.1K	Hold	800	–	–	﹤0.01%	1245
2023 Q2	$41.5K	Hold	800	–	–	﹤0.01%	1275
2023 Q1	$41.8K	Hold	800	–	–	﹤0.01%	1272
2022 Q4	$41K	Sell	800 -1,200	-60%	-$60.9K	﹤0.01%	1058
2022 Q3	$100K	Buy	2,000 +825	+70%	+$42.7K	0.01%	710
2022 Q2	$60K	Sell	1,175 -1,000	-46%	-$51.8K	﹤0.01%	1219
2022 Q1	$115K	Hold	2,175	–	–	﹤0.01%	1116
2021 Q4	$122K	Hold	2,175	–	–	﹤0.01%	1317
2021 Q3	$123K	Sell	2,175 -2,775	-56%	-$158K	﹤0.01%	1122
2021 Q2	$281K	Sell	4,950 -225	-4%	-$12.7K	0.01%	799
2021 Q1	$291K	Buy	+5,175	New	+$293K	0.01%	883

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

Spire Wealth Management's MUNI Position: Q4 2023 in Review

Spire Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2023, closing a stake of 800 shares — an estimated $40.1K sold.

Spire Wealth Management first reported a position in MUNI in Q1 2021 and held it in 11 quarters. The position peaked at $291K in Q1 2021. 261 funds tracked by Wall St. Rank hold MUNI as of Q4 2023.

Spire Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 800 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $40.1K.
Spire Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $291K 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 Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.