49 Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
8,442
-867
| -9% | -$44.5K | 0.05% | 95 |
|
|
2025
Q1 | $480K | Buy |
9,309
+1,513
| +19% | +$78K | 0.06% | 97 |
|
|
2024
Q4 | $403K | Buy |
7,796
+805
| +12% | +$41.6K | 0.06% | 97 |
|
|
2024
Q3 | $370K | Sell |
6,991
-164
| -2% | -$8.69K | 0.06% | 103 |
|
|
2024
Q2 | $370K | Sell |
7,155
-690
| -9% | -$35.7K | 0.07% | 99 |
|
|
2024
Q1 | $410K | Sell |
7,845
-252
| -3% | -$13.2K | 0.09% | 70 |
|
|
2023
Q4 | $428K | Buy |
+8,097
| New | +$428K | 0.11% | 59 |
|