Total Clarity Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-1,450	Closed	-$75K	–	702
2022 Q2	$75K	Buy	+1,450	New	+$75K	0.04%	353
2022 Q1	–	Sell	-1,450	Closed	-$81K	–	647
2021 Q4	$81K	Hold	1,450	–	–	0.04%	339
2021 Q3	$82K	Buy	+1,450	New	+$82.4K	0.04%	335
2021 Q2	–	Sell	-1,450	Closed	-$81K	–	534
2021 Q1	$81K	Buy	+1,450	New	+$82K	0.05%	269
2020 Q1	–	Sell	-1,850	Closed	-$102K	–	429
2019 Q4	$102K	Buy	+1,850	New	+$102K	0.08%	185

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

WWA

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Total Clarity Wealth Management's MUNI Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2022, closing a stake of 1,450 shares — an estimated $75K sold.

Total Clarity Wealth Management first reported a position in MUNI in Q4 2019 and held it in 5 quarters. The position peaked at $102K in Q4 2019. 169 funds tracked by Wall St. Rank hold MUNI as of Q3 2022.

Total Clarity Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,450 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $75K.
Total Clarity Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $102K in Q4 2019.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.