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TFO Wealth Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

TFO Wealth Partners’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
2020
Q4 		– Sell
-352
Closed -$20K – 137
2020
Q3 		$20K Buy
+352
New +$19.8K 0.01% 60

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SW
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CIA
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Fidelity Investments
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TFO Wealth Partners's MUNI Position: Q4 2020 in Review

TFO Wealth Partners sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2020, closing a stake of 352 shares — an estimated $20K sold.

TFO Wealth Partners first reported a position in MUNI in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 132 funds tracked by Wall St. Rank hold MUNI as of Q4 2020.

  • TFO Wealth Partners reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 352 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2020, an estimated $20K.
  • TFO Wealth Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2020 and held it in 1 quarter.
  • TFO Wealth Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $20K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2020.

Based on TFO Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.