Values First Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Values First Advisors’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 Q1	–	Sell	-94	Closed	-$5K	–	173
2021 Q4	$5K	Sell	94 -20	-18%	-$1.13K	﹤0.01%	169
2021 Q3	$6K	Hold	114	–	–	﹤0.01%	146
2021 Q2	$6K	Hold	114	–	–	﹤0.01%	146
2021 Q1	$6K	Hold	114	–	–	﹤0.01%	143
2020 Q4	$6K	Hold	114	–	–	﹤0.01%	143
2020 Q3	$6K	Hold	114	–	–	0.01%	140
2020 Q2	$6K	Hold	114	–	–	0.01%	136
2020 Q1	$6.22K	Hold	114	–	–	0.01%	125
2019 Q4	$6K	Buy	+114	New	+$6.29K	0.01%	137

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Values First Advisors's MUNI Position: Q1 2022 in Review

Values First Advisors sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2022, closing a stake of 94 shares — an estimated $5K sold.

Values First Advisors first reported a position in MUNI in Q4 2019 and held it in 9 quarters. The position peaked at $6.22K in Q1 2020. 160 funds tracked by Wall St. Rank hold MUNI as of Q1 2022.

Values First Advisors reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Values First Advisors sold 94 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2022, an estimated $5K.
Values First Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and held it in 9 quarters.
Values First Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $6.22K in Q1 2020.
160 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2022.

Based on Values First Advisors's 13F filing for Q1 2022, filed 3 May 2022.