Avaii Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $725K | Sell |
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|
2025
Q2 | $716K | Sell |
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2025
Q1 | $901K | Buy |
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|
2024
Q4 | $900K | Sell |
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|
2024
Q3 | $943K | Sell |
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|
2024
Q2 | $929K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $729K | Buy |
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|
2023
Q2 | $683K | Buy |
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|
2023
Q1 | $609K | Buy |
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|
2022
Q4 | $562K | Buy |
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