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

Western Wealth 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 Q4	–	Sell	-5,342	Closed	-$267K	–	707
2023 Q3	$267K	Buy	5,342 +792	+17%	+$40.6K	0.02%	536
2023 Q2	$236K	Buy	4,550 +9	+0.2%	+$467	0.02%	569
2023 Q1	$237K	Buy	4,541 +628	+16%	+$32.6K	0.02%	565
2022 Q4	$201K	Buy	+3,913	New	+$199K	0.02%	577
2022 Q2	–	Sell	-4,744	Closed	-$252K	–	828
2022 Q1	$252K	Buy	+4,744	New	+$259K	0.01%	734

Other funds holding MUNI

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

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

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

TCM

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

Bailard Foster City, California $4.35B AUM 23.57% 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

WWA

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

Western Wealth Management's MUNI Position: Q4 2023 in Review

Western Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2023, closing a stake of 5,342 shares — an estimated $267K sold.

Western Wealth Management first reported a position in MUNI in Q1 2022 and held it in 5 quarters. The position peaked at $267K in Q3 2023. 261 funds tracked by Wall St. Rank hold MUNI as of Q4 2023.

Western Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Western Wealth Management sold 5,342 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $267K.
Western Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2022 and held it in 5 quarters.
Western Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $267K in Q3 2023.
261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on Western Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.