Avaii 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 | $716K | Sell |
13,937
-3,538
| -20% | -$182K | 0.32% | 42 |
|
|
2025
Q1 | $901K | Buy |
17,475
+69
| +0.4% | +$3.56K | 0.48% | 28 |
|
|
2024
Q4 | $900K | Sell |
17,406
-388
| -2% | -$20.1K | 0.44% | 31 |
|
|
2024
Q3 | $943K | Sell |
17,794
-60
| -0.3% | -$3.18K | 0.48% | 29 |
|
|
2024
Q2 | $929K | Sell |
17,854
-1,342
| -7% | -$69.9K | 0.52% | 37 |
|
|
2024
Q1 | $1.01M | Sell |
19,196
-120
| -0.6% | -$6.3K | 0.59% | 34 |
|
|
2023
Q4 | $1.02M | Buy |
19,316
+4,761
| +33% | +$251K | 0.66% | 31 |
|
|
2023
Q3 | $729K | Buy |
14,555
+1,382
| +10% | +$69.2K | 0.55% | 40 |
|
|
2023
Q2 | $683K | Buy |
13,173
+1,511
| +13% | +$78.3K | 0.52% | 45 |
|
|
2023
Q1 | $609K | Buy |
11,662
+731
| +7% | +$38.2K | 0.53% | 44 |
|
|
2022
Q4 | $562K | Buy |
+10,931
| New | +$562K | 0.5% | 45 |
|