Zullo Investment Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Zullo Investment Group’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	-850	Closed	-$43.7K	–	491
2022 Q4	$43.7K	Hold	850	–	–	0.03%	291
2022 Q3	$43K	Sell	850 -1,000	-54%	-$51.7K	0.03%	288
2022 Q2	$95K	Hold	1,850	–	–	0.06%	214
2022 Q1	$98K	Sell	1,850 -1,000	-35%	-$54.7K	0.05%	229
2021 Q4	$160K	Buy	+2,850	New	+$160K	0.08%	181

Other funds holding MUNI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WWA

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Zullo Investment Group's MUNI Position: Q1 2023 in Review

Zullo Investment Group sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2023, closing a stake of 850 shares — an estimated $43.7K sold.

Zullo Investment Group first reported a position in MUNI in Q4 2021 and held it in 5 quarters. The position peaked at $160K in Q4 2021. 217 funds tracked by Wall St. Rank hold MUNI as of Q1 2023.

Zullo Investment Group reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 850 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $43.7K.
Zullo Investment Group first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $160K in Q4 2021.
217 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.