Sunflower Bank’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Sunflower Bank’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
2021 Q3	–	Sell	-22,607	Closed	-$1.28M	–	211
2021 Q2	$1.28M	Hold	22,607	–	–	0.2%	62
2021 Q1	$1.27M	Hold	22,607	–	–	0.21%	58
2020 Q4	$1.28M	Hold	22,607	–	–	0.22%	54
2020 Q3	$1.27M	Hold	22,607	–	–	0.5%	19
2020 Q2	$1.26M	Buy	+22,607	New	+$1.24M	0.5%	19

Other funds holding MUNI

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

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

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

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Sunflower Bank's MUNI Position: Q3 2021 in Review

Sunflower Bank sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2021, closing a stake of 22,607 shares — an estimated $1.28M sold.

Sunflower Bank first reported a position in MUNI in Q2 2020 and held it in 5 quarters. The position peaked at $1.28M in Q2 2021. 141 funds tracked by Wall St. Rank hold MUNI as of Q3 2021.

Sunflower Bank reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
Sunflower Bank sold 22,607 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2021, an estimated $1.28M.
Sunflower Bank first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 5 quarters.
Sunflower Bank's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.28M in Q2 2021.
141 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2021.

Based on Sunflower Bank's 13F filing for Q3 2021, filed 12 Sep 2022.