Advisornet Financial’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 | $327K | Buy |
6,365
+3,574
| +128% | +$184K | 0.02% | 455 |
|
2025
Q1 | $144K | Sell |
2,791
-1,720
| -38% | -$88.7K | 0.01% | 625 |
|
2024
Q4 | $233K | Sell |
4,511
-13,464
| -75% | -$697K | 0.02% | 475 |
|
2024
Q3 | $952K | Buy |
17,975
+140
| +0.8% | +$7.42K | 0.07% | 233 |
|
2024
Q2 | $929K | Buy |
17,835
+143
| +0.8% | +$7.45K | 0.08% | 215 |
|
2024
Q1 | $928K | Buy |
17,692
+132
| +0.8% | +$6.93K | 0.09% | 213 |
|
2023
Q4 | $927K | Buy |
17,560
+127
| +0.7% | +$6.71K | 0.09% | 226 |
|
2023
Q3 | $873K | Buy |
17,433
+126
| +0.7% | +$6.31K | 0.08% | 224 |
|
2023
Q2 | $897K | Buy |
17,307
+116
| +0.7% | +$6.01K | 0.08% | 225 |
|
2023
Q1 | $898K | Buy |
17,191
+114
| +0.7% | +$5.96K | 0.08% | 225 |
|
2022
Q4 | $877K | Sell |
17,077
-6,469
| -27% | -$332K | 0.09% | 222 |
|
2022
Q3 | $1.18M | Buy |
23,546
+610
| +3% | +$30.6K | 0.12% | 184 |
|
2022
Q2 | $1.18M | Buy |
22,936
+3,530
| +18% | +$182K | 0.12% | 185 |
|
2022
Q1 | $1.03M | Buy |
19,406
+559
| +3% | +$29.6K | 0.06% | 245 |
|
2021
Q4 | $1.06M | Buy |
18,847
+60
| +0.3% | +$3.37K | 0.07% | 250 |
|
2021
Q3 | $1.06M | Buy |
18,787
+967
| +5% | +$54.5K | 0.07% | 225 |
|
2021
Q2 | $1.01M | Buy |
17,820
+59
| +0.3% | +$3.35K | 0.07% | 251 |
|
2021
Q1 | $998K | Sell |
17,761
-1,122
| -6% | -$63K | 0.07% | 240 |
|
2020
Q4 | $1.07M | Sell |
18,883
-828
| -4% | -$47K | 0.09% | 212 |
|
2020
Q3 | $1.11M | Buy |
19,711
+888
| +5% | +$49.9K | 0.1% | 198 |
|
2020
Q2 | $1.05M | Buy |
18,823
+2,580
| +16% | +$144K | 0.08% | 211 |
|
2020
Q1 | $886K | Buy |
16,243
+1,874
| +13% | +$102K | 0.08% | 214 |
|
2019
Q4 | $793K | Buy |
14,369
+68
| +0.5% | +$3.75K | 0.07% | 248 |
|
2019
Q3 | $791K | Buy |
14,301
+57
| +0.4% | +$3.15K | 0.07% | 246 |
|
2019
Q2 | $781K | Buy |
14,244
+61
| +0.4% | +$3.35K | 0.09% | 223 |
|
2019
Q1 | $765K | Buy |
14,183
+64
| +0.5% | +$3.45K | 0.09% | 211 |
|
2018
Q4 | $746K | Buy |
14,119
+65
| +0.5% | +$3.43K | 0.1% | 192 |
|
2018
Q3 | $738K | Buy |
14,054
+6,511
| +86% | +$342K | 0.09% | 209 |
|
2018
Q2 | $399K | Buy |
7,543
+400
| +6% | +$21.2K | 0.05% | 271 |
|
2018
Q1 | $377K | Hold |
7,143
| – | – | 0.05% | 274 |
|
2017
Q4 | $383K | Buy |
+7,143
| New | +$383K | 0.06% | 241 |
|