Tidal Investments’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Tidal Investments’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 Q4	–	Sell	-15,293	Closed	-$766K	–	1171
2022 Q3	$766K	Buy	15,293 +92	+0.6%	+$4.76K	0.03%	434
2022 Q2	$783K	Sell	15,201 -5,786	-28%	-$299K	0.03%	447
2022 Q1	$1.11M	Buy	20,987 +411	+2%	+$22.5K	0.03%	396
2021 Q4	$1.16M	Buy	20,576 +54	+0.3%	+$3.04K	0.04%	363
2021 Q3	$1.16M	Sell	20,522 -182	-0.9%	-$10.3K	0.04%	288
2021 Q2	$1.18M	Buy	20,704 +451	+2%	+$25.5K	0.05%	254
2021 Q1	$1.14M	Buy	+20,253	New	+$1.15M	0.05%	175

Other funds holding MUNI

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Tidal Investments's MUNI Position: Q4 2022 in Review

Tidal Investments sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2022, closing a stake of 15,293 shares — an estimated $766K sold.

Tidal Investments first reported a position in MUNI in Q1 2021 and held it in 7 quarters. The position peaked at $1.18M in Q2 2021. 203 funds tracked by Wall St. Rank hold MUNI as of Q4 2022.

Tidal Investments reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Tidal Investments sold 15,293 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2022, an estimated $766K.
Tidal Investments first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2021 and held it in 7 quarters.
Tidal Investments's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.18M in Q2 2021.
203 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2022.

Based on Tidal Investments's 13F filing for Q4 2022, filed 15 Feb 2023.