Wipfli Financial Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Wipfli Financial Advisors’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	$274K	Buy	+5,462	New	+$283K	0.02%	353

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

Wipfli Financial Advisors's MUNI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q3 2022: 5,462 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #353 among its holdings.

169 funds tracked by Wall St. Rank hold MUNI as of Q3 2022.

Wipfli Financial Advisors held 5,462 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $274K as of Q3 2022.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund was a new Wipfli Financial Advisors position in Q3 2022.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #353 holding.
169 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.