Vaughan Nelson Investment Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Vaughan Nelson Investment 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
2023 Q3	–	Sell	-15	Closed	-$1K	–	237
2023 Q2	$1K	Sell	15 -20	-57%	-$1.04K	﹤0.01%	230
2023 Q1	$2K	Sell	35 -40	-53%	-$2.08K	﹤0.01%	215
2022 Q4	$4K	Sell	75 -35	-32%	-$1.78K	﹤0.01%	218
2022 Q3	$6K	Hold	110	–	–	﹤0.01%	199
2022 Q2	$6K	Sell	110 -35	-24%	-$1.81K	﹤0.01%	206
2022 Q1	$8K	Sell	145 -45	-24%	-$2.46K	﹤0.01%	205
2021 Q4	$11K	Hold	190	–	–	﹤0.01%	200
2021 Q3	$11K	Sell	190 -55	-22%	-$3.13K	﹤0.01%	253
2021 Q2	$14K	Buy	+245	New	+$13.9K	﹤0.01%	195

Other funds holding MUNI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WWA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vaughan Nelson Investment Management's MUNI Position: Q3 2023 in Review

Vaughan Nelson Investment Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2023, closing a stake of 15 shares — an estimated $1K sold.

Vaughan Nelson Investment Management first reported a position in MUNI in Q2 2021 and held it in 9 quarters. The position peaked at $14K in Q2 2021. 219 funds tracked by Wall St. Rank hold MUNI as of Q3 2023.

Vaughan Nelson Investment Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Vaughan Nelson Investment Management sold 15 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2023, an estimated $1K.
Vaughan Nelson Investment Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2021 and held it in 9 quarters.
Vaughan Nelson Investment Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $14K in Q2 2021.
219 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2023.

Based on Vaughan Nelson Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.