Summit Investment Advisory Services’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Summit Investment Advisory Services’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 Q3	–	Sell	-4,923	Closed	-$255K	–	58
2023 Q2	$255K	Hold	4,923	–	–	0.17%	44
2023 Q1	$257K	Hold	4,923	–	–	0.18%	42
2022 Q4	$253K	Buy	+4,923	New	+$250K	0.31%	41

Other funds holding MUNI

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Summit Investment Advisory Services's MUNI Position: Q3 2023 in Review

Summit Investment Advisory Services sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2023, closing a stake of 4,923 shares — an estimated $255K sold.

Summit Investment Advisory Services first reported a position in MUNI in Q4 2022 and held it in 3 quarters. The position peaked at $257K in Q1 2023. 219 funds tracked by Wall St. Rank hold MUNI as of Q3 2023.

Summit Investment Advisory Services reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Summit Investment Advisory Services sold 4,923 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2023, an estimated $255K.
Summit Investment Advisory Services first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 3 quarters.
Summit Investment Advisory Services's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $257K in Q1 2023.
219 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2023.

Based on Summit Investment Advisory Services's 13F filing for Q3 2023, filed 10 Oct 2023.