StrategIQ Financial Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

StrategIQ Financial Group’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	$1.47M	Buy	27,763 +4,347	+19%	+$221K	0.17%	113
2023 Q3	$1.17M	Buy	23,416 +6,626	+39%	+$340K	0.14%	128
2023 Q2	$870K	Buy	16,790 +10,805	+181%	+$561K	0.1%	154
2023 Q1	$313K	Buy	5,985 +200	+3%	+$10.4K	0.04%	235
2022 Q4	$297K	Buy	+5,785	New	+$294K	0.03%	231
2022 Q3	–	Sell	-8,290	Closed	-$427K	–	281
2022 Q2	$427K	Hold	8,290	–	–	0.05%	197
2022 Q1	$439K	Hold	8,290	–	–	0.05%	207
2021 Q4	$466K	Buy	+8,290	New	+$466K	0.05%	204

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

StrategIQ Financial Group's MUNI Position: Q4 2023 in Review

StrategIQ Financial Group increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 19% in Q4 2023, buying an estimated $221K and bringing the position to 27,763 shares worth $1.47M. The position accounts for 0.17% of the portfolio, ranked #113.

StrategIQ Financial Group first reported a position in MUNI in Q4 2021 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold MUNI as of Q4 2023.

StrategIQ Financial Group held 27,763 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.47M as of Q4 2023.
StrategIQ Financial Group bought 4,347 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $221K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.17% of StrategIQ Financial Group's portfolio in Q4 2023, its #113 holding.
StrategIQ Financial Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 8 quarters since.
261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.