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

WealthBridge Capital 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
2019 Q2	–	Sell	-700	Closed	-$38K	–	589
2019 Q1	$38K	Hold	700	–	–	0.02%	331
2018 Q4	$37K	Buy	+700	New	+$36.6K	0.03%	301

Other funds holding MUNI

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

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

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

WealthBridge Capital Management's MUNI Position: Q2 2019 in Review

WealthBridge Capital Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q2 2019, closing a stake of 700 shares — an estimated $38K sold.

WealthBridge Capital Management first reported a position in MUNI in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q1 2019. 90 funds tracked by Wall St. Rank hold MUNI as of Q2 2019.

WealthBridge Capital Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 700 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2019, an estimated $38K.
WealthBridge Capital Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $38K in Q1 2019.
90 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.