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TAP Consulting’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

TAP Consulting’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
-1,068
Closed -$60K – 391
2021
Q4 		$60K Buy
+1,068
New +$60.1K 0.01% 235

Other funds holding MUNI

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
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

TAP Consulting's MUNI Position: Q1 2022 in Review

TAP Consulting sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2022, closing a stake of 1,068 shares — an estimated $60K sold.

TAP Consulting first reported a position in MUNI in Q4 2021 and held it in 1 quarter. The position peaked at $60K in Q4 2021. 160 funds tracked by Wall St. Rank hold MUNI as of Q1 2022.

  • TAP Consulting reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • TAP Consulting sold 1,068 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2022, an estimated $60K.
  • TAP Consulting first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
  • TAP Consulting's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $60K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.