Wagner Wealth Management (South Carolina)’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	–	Sell	-437	Closed	-$22.8K	–	256
2024 Q2	$22.8K	Buy	+437	New	+$22.7K	0.01%	195

Other funds holding MUNI

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

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

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s MUNI Position: Q3 2024 in Review

Wagner Wealth Management (South Carolina) sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2024, closing a stake of 437 shares — an estimated $22.8K sold.

Wagner Wealth Management (South Carolina) first reported a position in MUNI in Q2 2024 and held it in 1 quarter. The position peaked at $22.8K in Q2 2024. 288 funds tracked by Wall St. Rank hold MUNI as of Q3 2024.

Wagner Wealth Management (South Carolina) reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 437 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2024, an estimated $22.8K.
Wagner Wealth Management (South Carolina) first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
Wagner Wealth Management (South Carolina)'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $22.8K in Q2 2024.
288 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2024, filed 11 Oct 2024.