Titleist Asset Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Titleist Asset Management’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
2024 Q4	–	Sell	-3,800	Closed	-$201K	–	323
2024 Q3	$201K	Buy	+3,800	New	+$200K	0.03%	268
2024 Q1	–	Sell	-3,800	Closed	-$201K	–	261
2023 Q4	$201K	Buy	+3,800	New	+$193K	0.04%	211

Other funds holding MUNI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Titleist Asset Management's MUNI Position: Q4 2024 in Review

Titleist Asset Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2024, closing a stake of 3,800 shares — an estimated $201K sold.

Titleist Asset Management first reported a position in MUNI in Q4 2023 and held it in 2 quarters. The position peaked at $201K in Q3 2024. 334 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

Titleist Asset Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Titleist Asset Management sold 3,800 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $201K.
Titleist Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 2 quarters.
Titleist Asset Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $201K in Q3 2024.
334 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Titleist Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.