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Advus Financial Partners, LLC’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Advus Financial Partners, LLC’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
Q1 		– Sell
-9,701
Closed -$498K – 161
2022
Q4 		$498K Buy
+9,701
New +$492K 0.22% 68

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Advus Financial Partners, LLC's MUNI Position: Q1 2023 in Review

Advus Financial Partners, LLC sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2023, closing a stake of 9,701 shares — an estimated $498K sold.

Advus Financial Partners, LLC first reported a position in MUNI in Q4 2022 and held it in 1 quarter. The position peaked at $498K in Q4 2022. 218 funds tracked by Wall St. Rank hold MUNI as of Q1 2023.

  • Advus Financial Partners, LLC reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 9,701 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $498K.
  • Advus Financial Partners, LLC first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • Advus Financial Partners, LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $498K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2023, filed 25 Aug 2026.