Vantage Financial Partners (Illinois)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Vantage Financial Partners (Illinois)’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 Q2	$7M	Buy	134,528 +8,222	+7%	+$427K	1.74%	18
2024 Q1	$6.63M	Buy	126,306 +8,853	+8%	+$465K	1.73%	19
2023 Q4	$6.2M	Buy	+117,453	New	+$5.98M	1.89%	21

Other funds holding MUNI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

WWA

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

Vantage Financial Partners (Illinois)'s MUNI Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 6.5% in Q2 2024, buying an estimated $427K and bringing the position to 134,528 shares worth $7M. The position accounts for 1.74% of the portfolio, ranked #18.

Vantage Financial Partners (Illinois) first reported a position in MUNI in Q4 2023 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold MUNI as of Q2 2024.

Vantage Financial Partners (Illinois) held 134,528 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $7M as of Q2 2024.
Vantage Financial Partners (Illinois) bought 8,222 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $427K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.74% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #18 holding.
Vantage Financial Partners (Illinois) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 3 quarters since.
279 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.