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

Strategic 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
2022 Q3	$18K	Sell	362 -113	-24%	-$5.85K	0.03%	266
2022 Q2	$24K	Buy	475 +2	+0.4%	+$104	0.04%	247
2022 Q1	$25K	Buy	473 +1	+0.2%	+$55	0.04%	250
2021 Q4	$27K	Buy	472 +1	+0.2%	+$56	0.04%	238
2021 Q3	$27K	Buy	+471	New	+$26.8K	0.04%	224

Other funds holding MUNI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Strategic Asset Management's MUNI Position: Q3 2022 in Review

Strategic Asset Management reduced its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 24% in Q3 2022, selling an estimated $5.85K and leaving 362 shares worth $18K. The position accounts for 0.03% of the portfolio, ranked #266.

Strategic Asset Management first reported a position in MUNI in Q3 2021 and has held it in 5 quarters since. The position peaked at $27K in Q4 2021. 169 funds tracked by Wall St. Rank hold MUNI as of Q3 2022.

Strategic Asset Management held 362 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $18K as of Q3 2022.
Strategic Asset Management sold 113 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $5.85K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.03% of Strategic Asset Management's portfolio in Q3 2022, its #266 holding.
Strategic Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $27K in Q4 2021.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.