TimeScale Financial’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

TimeScale Financial’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 Q3	–	Sell	-291	Closed	-$16K	–	489
2020 Q2	$16K	Hold	291	–	–	﹤0.01%	253
2020 Q1	$15K	Sell	291 -300	-51%	-$16.5K	﹤0.01%	238
2019 Q4	$32K	Hold	591	–	–	0.01%	218
2019 Q3	$33K	Hold	591	–	–	0.01%	220
2019 Q2	$32K	Buy	+591	New	+$32.1K	0.01%	224

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

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

TimeScale Financial's MUNI Position: Q3 2020 in Review

TimeScale Financial sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2020, closing a stake of 291 shares — an estimated $16K sold.

TimeScale Financial first reported a position in MUNI in Q2 2019 and held it in 5 quarters. The position peaked at $33K in Q3 2019. 118 funds tracked by Wall St. Rank hold MUNI as of Q3 2020.

TimeScale Financial reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
TimeScale Financial sold 291 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2020, an estimated $16K.
TimeScale Financial first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2019 and held it in 5 quarters.
TimeScale Financial's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $33K in Q3 2019.
118 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2020.

Based on TimeScale Financial's 13F filing for Q3 2020, filed 7 Oct 2020.