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Summit X LLC’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Summit X LLC’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
2025
Q1 		– Sell
-3,987
Closed -$206K – 244
2024
Q4 		$206K Sell
3,987
-3,514
-47% -$184K 0.05% 211
2024
Q3 		$390K Hold
7,501
– – 0.1% 133
2024
Q2 		$390K Buy
7,501
+1
+0% +$52 0.09% 147
2024
Q1 		$394K Sell
7,500
-1
-0% -$53 0.1% 128
2023
Q4 		$396K Buy
7,501
+1
+0% +$51 0.11% 122
2023
Q3 		$376K Sell
7,500
-97
-1% -$4.97K 0.12% 121
2023
Q2 		$394K Sell
7,597
-1
-0% -$52 0.1% 184
2023
Q1 		$397K Sell
7,598
-9,572
-56% -$497K 0.1% 180
2022
Q4 		$884K Buy
17,170
+2,906
+20% +$148K 0.26% 85
2022
Q3 		$713K Sell
14,264
-2,908
-17% -$150K 0.21% 106
2022
Q2 		$884K Sell
17,172
-3,742
-18% -$194K 0.26% 85
2022
Q1 		$1.11M Sell
20,914
-446
-2% -$24.4K 0.27% 79
2021
Q4 		$1.2M Sell
21,360
-1,738
-8% -$97.7K 0.28% 83
2021
Q3 		$1.3M Buy
23,098
+1,997
+9% +$113K 0.33% 69
2021
Q2 		$1.2M Buy
21,101
+841
+4% +$47.6K 0.3% 78
2021
Q1 		$1.14M Buy
20,260
+4,793
+31% +$271K 0.31% 78
2020
Q4 		$874K Sell
15,467
-5,443
-26% -$307K 0.26% 95
2020
Q3 		$1.46K Buy
20,910
+13,445
+180% +$756K 0.02% 208
2020
Q2 		$415K Buy
+7,465
New +$410K 0.15% 137

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Summit X LLC's MUNI Position: Q1 2025 in Review

Summit X LLC sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2025, closing a stake of 3,987 shares — an estimated $206K sold.

Summit X LLC first reported a position in MUNI in Q2 2020 and held it in 19 quarters. The position peaked at $1.3M in Q3 2021. 333 funds tracked by Wall St. Rank hold MUNI as of Q1 2025.

  • Summit X LLC reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Summit X LLC sold 3,987 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $206K.
  • Summit X LLC first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 19 quarters.
  • Summit X LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.3M in Q3 2021.
  • 333 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Summit X LLC's 13F filing for Q1 2025, filed 2 May 2025.