Austin 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 | $15.2M | Buy |
298,047
+221,958
| +292% | +$11.4M | 2.71% | 10 |
|
2025
Q1 | $3.87M | Buy |
76,089
+34,595
| +83% | +$1.76M | 0.78% | 31 |
|
2024
Q4 | $2.14M | Buy |
41,494
+4,277
| +11% | +$221K | 0.44% | 40 |
|
2024
Q3 | $1.97M | Buy |
37,217
+710
| +2% | +$37.5K | 0.43% | 40 |
|
2024
Q2 | $1.91M | Buy |
36,507
+1,012
| +3% | +$52.9K | 0.45% | 40 |
|
2024
Q1 | $1.84M | Buy |
35,495
+677
| +2% | +$35.1K | 0.46% | 39 |
|
2023
Q4 | $1.83M | Sell |
34,818
-3,375
| -9% | -$177K | 0.49% | 38 |
|
2023
Q3 | $1.95M | Buy |
+38,193
| New | +$1.95M | 0.6% | 35 |
|