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

Titleist Capital’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
Q2 		– Sell
-3,800
Closed -$201K – 266
2022
Q1 		$201K Hold
3,800
– – 0.04% 244
2021
Q4 		$214K Buy
+3,800
New +$214K 0.04% 218

Other funds holding MUNI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Titleist Capital's MUNI Position: Q2 2022 in Review

Titleist Capital sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2022, closing a stake of 3,800 shares — an estimated $201K sold.

Titleist Capital first reported a position in MUNI in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 169 funds tracked by Wall St. Rank hold MUNI as of Q2 2022.

  • Titleist Capital reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Titleist Capital sold 3,800 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $201K.
  • Titleist Capital first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
  • Titleist Capital's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $214K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on Titleist Capital's 13F filing for Q2 2022, filed 15 Aug 2022.