WhitTier Trust Company’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

WhitTier Trust Company’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	-501	Closed	-$25.1K	–	1218
2023 Q3	$25.1K	Hold	501	–	–	﹤0.01%	776
2023 Q2	$26K	Hold	501	–	–	﹤0.01%	804
2023 Q1	$26.2K	Hold	501	–	–	﹤0.01%	792
2022 Q4	$25.7K	Hold	501	–	–	﹤0.01%	799
2022 Q3	$25K	Hold	501	–	–	﹤0.01%	783
2022 Q2	$26K	Hold	501	–	–	﹤0.01%	774
2022 Q1	$27K	Hold	501	–	–	﹤0.01%	770
2021 Q4	$28K	Hold	501	–	–	﹤0.01%	755
2021 Q3	$28K	Hold	501	–	–	﹤0.01%	772
2021 Q2	$28K	Hold	501	–	–	﹤0.01%	747
2021 Q1	$28K	Hold	501	–	–	﹤0.01%	732
2020 Q4	$28K	Hold	501	–	–	﹤0.01%	719
2020 Q3	$28K	Hold	501	–	–	﹤0.01%	695
2020 Q2	$28K	Hold	501	–	–	﹤0.01%	671
2020 Q1	$27K	Hold	501	–	–	﹤0.01%	656
2019 Q4	$28K	Buy	+501	New	+$27.6K	﹤0.01%	691

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

WhitTier Trust Company's MUNI Position: Q4 2023 in Review

WhitTier Trust Company sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q4 2023, closing a stake of 501 shares — an estimated $25.1K sold.

WhitTier Trust Company first reported a position in MUNI in Q4 2019 and held it in 16 quarters. The position peaked at $28K in Q4 2021. 261 funds tracked by Wall St. Rank hold MUNI as of Q4 2023.

WhitTier Trust Company reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
WhitTier Trust Company sold 501 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $25.1K.
WhitTier Trust Company first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2019 and held it in 16 quarters.
WhitTier Trust Company's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $28K in Q4 2021.
261 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on WhitTier Trust Company's 13F filing for Q4 2023, filed 11 Jan 2024.