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

SWMG 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
2022 Q1	–	Sell	-7,312	Closed	-$411K	–	69
2021 Q4	$411K	Sell	7,312 -5,555	-43%	-$312K	0.22%	58
2021 Q3	$725K	Sell	12,867 -5,493	-30%	-$312K	0.42%	39
2021 Q2	$1.04M	Buy	+18,360	New	+$1.04M	0.61%	34

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

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

Jane Street New York $777B AUM 61.18% 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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

BWM

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

SWMG LLC's MUNI Position: Q1 2022 in Review

SWMG LLC sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2022, closing a stake of 7,312 shares — an estimated $411K sold.

SWMG LLC first reported a position in MUNI in Q2 2021 and held it in 3 quarters. The position peaked at $1.04M in Q2 2021. 160 funds tracked by Wall St. Rank hold MUNI as of Q1 2022.

SWMG LLC reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
SWMG LLC sold 7,312 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2022, an estimated $411K.
SWMG LLC first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2021 and held it in 3 quarters.
SWMG LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.04M in Q2 2021.
160 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2022.

Based on SWMG LLC's 13F filing for Q1 2022, filed 16 May 2022.