Avantax Advisory Services’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 | $3.6M | Buy |
70,137
+4,615
| +7% | +$237K | 0.02% | 557 |
|
|
2025
Q1 | $3.38M | Buy |
65,522
+7,737
| +13% | +$399K | 0.02% | 540 |
|
|
2024
Q4 | $2.99M | Buy |
57,785
+14,207
| +33% | +$735K | 0.02% | 559 |
|
|
2024
Q3 | $2.31M | Buy |
43,578
+10,700
| +33% | +$567K | 0.02% | 629 |
|
|
2024
Q2 | $1.71M | Buy |
32,878
+6,344
| +24% | +$330K | 0.01% | 726 |
|
|
2024
Q1 | $1.39M | Buy |
26,534
+5,500
| +26% | +$289K | 0.01% | 646 |
|
|
2023
Q4 | $1.11M | Buy |
21,034
+2,074
| +11% | +$110K | 0.01% | 673 |
|
|
2023
Q3 | $949K | Buy |
18,960
+1,592
| +9% | +$79.7K | 0.01% | 714 |
|
|
2023
Q2 | $900K | Buy |
17,368
+946
| +6% | +$49K | 0.01% | 717 |
|
|
2023
Q1 | $858K | Sell |
16,422
-989
| -6% | -$51.7K | 0.01% | 709 |
|
|
2022
Q4 | $895K | Buy |
17,411
+348
| +2% | +$17.9K | 0.01% | 670 |
|
|
2022
Q3 | $855K | Buy |
17,063
+714
| +4% | +$35.8K | 0.01% | 605 |
|
|
2022
Q2 | $842K | Sell |
16,349
-623
| -4% | -$32.1K | 0.01% | 601 |
|
|
2022
Q1 | $900K | Buy |
16,972
+3,839
| +29% | +$204K | 0.01% | 572 |
|
|
2021
Q4 | $738K | Buy |
13,133
+2,853
| +28% | +$160K | 0.01% | 615 |
|
|
2021
Q3 | $581K | Sell |
10,280
-77
| -0.7% | -$4.35K | 0.01% | 668 |
|
|
2021
Q2 | $589K | Buy |
10,357
+2,541
| +33% | +$145K | 0.01% | 641 |
|
|
2021
Q1 | $439K | Buy |
7,816
+2,685
| +52% | +$151K | 0.01% | 664 |
|
|
2020
Q4 | $291K | Sell |
5,131
-404
| -7% | -$22.9K | 0.01% | 735 |
|
|
2020
Q3 | $311K | Buy |
+5,535
| New | +$311K | 0.01% | 1004 |
|