Avantax Planning Partners’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 | $13.3M | Sell |
258,972
-10,135
| -4% | -$521K | 0.42% | 43 |
|
|
2025
Q1 | $13.9M | Sell |
269,107
-3,820
| -1% | -$197K | 0.49% | 33 |
|
|
2024
Q4 | $14.1M | Sell |
272,927
-46,929
| -15% | -$2.43M | 0.51% | 31 |
|
|
2024
Q3 | $16.9M | Sell |
319,856
-58,062
| -15% | -$3.08M | 0.61% | 29 |
|
|
2024
Q2 | $19.7M | Sell |
377,918
-12,961
| -3% | -$675K | 0.63% | 26 |
|
|
2024
Q1 | $20.5M | Sell |
390,879
-24,849
| -6% | -$1.3M | 0.66% | 26 |
|
|
2023
Q4 | $22M | Buy |
415,728
+76,310
| +22% | +$4.03M | 0.84% | 24 |
|
|
2023
Q3 | $17M | Buy |
339,418
+7,982
| +2% | +$400K | 0.71% | 27 |
|
|
2023
Q2 | $17.2M | Sell |
331,436
-6,235
| -2% | -$323K | 0.68% | 29 |
|
|
2023
Q1 | $17.6M | Sell |
337,671
-3,807
| -1% | -$199K | 0.72% | 27 |
|
|
2022
Q4 | $17.5M | Buy |
341,478
+168,468
| +97% | +$8.66M | 0.7% | 27 |
|
|
2022
Q3 | $8.67M | Sell |
173,010
-59,145
| -25% | -$2.96M | 0.39% | 32 |
|
|
2022
Q2 | $12M | Sell |
232,155
-50,082
| -18% | -$2.58M | 0.51% | 28 |
|
|
2022
Q1 | $15M | Buy |
282,237
+256,775
| +1,008% | +$13.6M | 0.59% | 19 |
|
|
2021
Q4 | $1.43M | Buy |
+25,462
| New | +$1.43M | 0.06% | 127 |
|