Ashton Thomas Private Wealth’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 | $600K | Sell |
11,680
-7,298
| -38% | -$375K | 0.02% | 533 |
|
2025
Q1 | $978K | Buy |
18,978
+232
| +1% | +$12K | 0.04% | 381 |
|
2024
Q4 | $972K | Buy |
18,746
+1,322
| +8% | +$68.6K | 0.04% | 381 |
|
2024
Q3 | $923K | Hold |
17,424
| – | – | 0.05% | 327 |
|
2024
Q2 | $907K | Hold |
17,424
| – | – | 0.05% | 316 |
|
2024
Q1 | $914K | Buy |
17,424
+6,700
| +62% | +$352K | 0.05% | 314 |
|
2023
Q4 | $566K | Sell |
10,724
-4,328
| -29% | -$229K | 0.04% | 396 |
|
2023
Q3 | $754K | Sell |
15,052
-3,368
| -18% | -$169K | 0.06% | 329 |
|
2023
Q2 | $955K | Sell |
18,420
-2,039
| -10% | -$106K | 0.07% | 279 |
|
2023
Q1 | $1.07M | Buy |
20,459
+383
| +2% | +$20K | 0.09% | 243 |
|
2022
Q4 | $1.03M | Buy |
+20,076
| New | +$1.03M | 0.1% | 227 |
|