Wilbanks Smith & Thomas Asset Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Wilbanks Smith & Thomas Asset 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
2022 Q3	–	Sell	-6,150	Closed	-$317K	–	481
2022 Q2	$317K	Hold	6,150	–	–	0.01%	370
2022 Q1	$317K	Sell	6,150 -1,440	-19%	-$78.7K	0.01%	381
2021 Q4	$427K	Hold	7,590	–	–	0.01%	351
2021 Q3	$428K	Hold	7,590	–	–	0.02%	332
2021 Q2	$431K	Hold	7,590	–	–	0.02%	334
2021 Q1	$427K	Buy	7,590 +2,014	+36%	+$114K	0.02%	309
2020 Q4	$316K	Hold	5,576	–	–	0.01%	323
2020 Q3	$313K	Hold	5,576	–	–	0.02%	306
2020 Q2	$310K	Hold	5,576	–	–	0.02%	303
2020 Q1	$304K	Hold	5,576	–	–	0.02%	281
2019 Q4	$308K	Hold	5,576	–	–	0.02%	324
2019 Q3	$308K	Hold	5,576	–	–	0.02%	311
2019 Q2	$306K	Hold	5,576	–	–	0.02%	306
2019 Q1	$301K	Hold	5,576	–	–	0.02%	307
2018 Q4	$295K	Buy	+5,576	New	+$292K	0.02%	262

Other funds holding MUNI

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

WWA

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MUNI Position: Q3 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2022, closing a stake of 6,150 shares — an estimated $317K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in MUNI in Q4 2018 and held it in 15 quarters. The position peaked at $431K in Q2 2021. 169 funds tracked by Wall St. Rank hold MUNI as of Q3 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 6,150 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $317K.
Wilbanks Smith & Thomas Asset Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2018 and held it in 15 quarters.
Wilbanks Smith & Thomas Asset Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $431K in Q2 2021.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.