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

Wealth Management Associates’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	-3,865	Closed	-$200K	–	193
2023 Q2	$200K	Hold	3,865	–	–	0.11%	180
2023 Q1	$202K	Buy	+3,865	New	+$201K	0.12%	182
2022 Q3	–	Sell	-4,115	Closed	-$212K	–	184
2022 Q2	$212K	Hold	4,115	–	–	0.14%	158
2022 Q1	$218K	Sell	4,115 -250	-6%	-$13.7K	0.12%	180
2021 Q4	$245K	Hold	4,365	–	–	0.13%	169
2021 Q3	$246K	Hold	4,365	–	–	0.14%	162
2021 Q2	$248K	Hold	4,365	–	–	0.14%	167
2021 Q1	$245K	Hold	4,365	–	–	0.16%	152
2020 Q4	$248K	Hold	4,365	–	–	0.16%	145
2020 Q3	$245K	Buy	4,365 +550	+14%	+$30.9K	0.19%	131
2020 Q2	$212K	Buy	+3,815	New	+$209K	0.18%	133

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

Wealth Management Associates's MUNI Position: Q3 2023 in Review

Wealth Management Associates sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2023, closing a stake of 3,865 shares — an estimated $200K sold.

Wealth Management Associates first reported a position in MUNI in Q2 2020 and held it in 11 quarters. The position peaked at $248K in Q2 2021. 219 funds tracked by Wall St. Rank hold MUNI as of Q3 2023.

Wealth Management Associates reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Wealth Management Associates sold 3,865 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2023, an estimated $200K.
Wealth Management Associates first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 11 quarters.
Wealth Management Associates's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $248K 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 Wealth Management Associates's 13F filing for Q3 2023, filed 28 May 2025.