Wintrust Investments’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Wintrust Investments’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
2024 Q4	$116K	Buy	2,256 +167	+8%	+$8.72K	0.1%	152
2024 Q3	$110K	Sell	2,089 -18,343	-90%	-$963K	0.08%	195
2024 Q2	$1.06M	Buy	20,432 +236	+1%	+$12.3K	0.09%	186
2024 Q1	$1.06M	Sell	20,196 -600	-3%	-$31.5K	0.09%	179
2023 Q4	$1.1M	Buy	20,796 +361	+2%	+$18.4K	0.11%	168
2023 Q3	$1.02M	Buy	20,435 +503	+3%	+$25.8K	0.11%	167
2023 Q2	$1.03M	Buy	+19,932	New	+$1.03M	0.1%	166
2017 Q1	–	Sell	-8,072	Closed	-$423K	–	302
2016 Q4	$423K	Buy	8,072 +1,278	+19%	+$68.2K	0.18%	119
2016 Q3	$373K	Buy	6,794 +1,214	+22%	+$66.8K	0.17%	115
2016 Q2	$7K	Buy	+5,580	New	+$305K	0.01%	166

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Wintrust Investments's MUNI Position: Q4 2024 in Review

Wintrust Investments increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 8% in Q4 2024, buying an estimated $8.72K and bringing the position to 2,256 shares worth $116K. The position accounts for 0.1% of the portfolio, ranked #152.

Wintrust Investments first reported a position in MUNI in Q2 2016 and has held it in 10 quarters since. The position peaked at $1.1M in Q4 2023. 336 funds tracked by Wall St. Rank hold MUNI as of Q4 2024.

Wintrust Investments held 2,256 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $116K as of Q4 2024.
Wintrust Investments bought 167 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $8.72K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.1% of Wintrust Investments's portfolio in Q4 2024, its #152 holding.
Wintrust Investments first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2016 and has held it in 10 quarters since.
Wintrust Investments's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.1M in Q4 2023.
336 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.