Avantax Planning Partners’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 | $13M | Sell |
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|
2025
Q2 | $13.3M | Sell |
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|
2025
Q1 | $13.9M | Sell |
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|
2024
Q4 | $14.1M | Sell |
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|
2024
Q3 | $16.9M | Sell |
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|
2024
Q2 | $19.7M | Sell |
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|
2024
Q1 | $20.5M | Sell |
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|
2023
Q4 | $22M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $17.2M | Sell |
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|
2023
Q1 | $17.6M | Sell |
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|
2022
Q4 | $17.5M | Buy |
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|
2022
Q3 | $8.67M | Sell |
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|
2022
Q2 | $12M | Sell |
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|
2022
Q1 | $15M | Buy |
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|
2021
Q4 | $1.43M | Buy |
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