Alpha Financial Partners’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 | $1.29M | Sell |
25,171
-3,131
| -11% | -$161K | 0.93% | 18 |
|
|
2025
Q1 | $1.46M | Buy |
28,302
+5,061
| +22% | +$261K | 1.17% | 11 |
|
|
2024
Q4 | $1.2M | Buy |
+23,241
| New | +$1.2M | 0.95% | 17 |
|
|
2024
Q3 | – | Sell |
-22,398
| Closed | -$1.17M | – | 135 |
|
|
2024
Q2 | $1.17M | Buy |
22,398
+3,451
| +18% | +$180K | 1.01% | 15 |
|
|
2024
Q1 | $994K | Buy |
18,947
+590
| +3% | +$31K | 0.9% | 16 |
|
|
2023
Q4 | $969K | Buy |
+18,357
| New | +$969K | 0.96% | 16 |
|