Atria Wealth Solutions’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 | $1.57M | Buy |
30,495
+2,723
| +10% | +$140K | 0.04% | 486 |
|
2025
Q1 | $1.43M | Buy |
27,772
+7,649
| +38% | +$394K | 0.02% | 743 |
|
2024
Q4 | $1.04M | Buy |
20,123
+16,208
| +414% | +$840K | 0.01% | 904 |
|
2024
Q3 | $207K | Sell |
3,915
-4,207
| -52% | -$223K | ﹤0.01% | 1752 |
|
2024
Q2 | $423K | Sell |
8,122
-161
| -2% | -$8.38K | ﹤0.01% | 1305 |
|
2024
Q1 | $435K | Buy |
8,283
+389
| +5% | +$20.4K | ﹤0.01% | 1328 |
|
2023
Q4 | $417K | Buy |
7,894
+13
| +0.2% | +$686 | 0.01% | 1297 |
|
2023
Q3 | $395K | Buy |
7,881
+12
| +0.2% | +$601 | 0.01% | 1243 |
|
2023
Q2 | $408K | Sell |
7,869
-126
| -2% | -$6.53K | 0.01% | 1252 |
|
2023
Q1 | $418K | Sell |
7,995
-39,798
| -83% | -$2.08M | 0.01% | 1234 |
|
2022
Q4 | $2.46M | Buy |
+47,793
| New | +$2.46M | 0.04% | 442 |
|