B. Riley Wealth Advisors’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 | $924K | Buy |
+18,000
| New | +$924K | 0.04% | 360 |
|
|
2024
Q4 | $911K | Sell |
17,555
-7,099
| -29% | -$368K | 0.03% | 479 |
|
|
2024
Q3 | $1.31M | Buy |
24,654
+2
| +0% | +$106 | 0.04% | 430 |
|
|
2024
Q2 | $1.28M | Buy |
24,652
+3,352
| +16% | +$175K | 0.03% | 462 |
|
|
2024
Q1 | $1.07M | Sell |
21,300
-3,350
| -14% | -$168K | 0.03% | 507 |
|
|
2023
Q4 | $1.3M | Buy |
24,650
+3,350
| +16% | +$177K | 0.04% | 458 |
|
|
2023
Q3 | $1.07M | Hold |
21,300
| – | – | 0.03% | 507 |
|
|
2023
Q2 | $1.1M | Sell |
21,300
-800
| -4% | -$41.5K | 0.02% | 535 |
|
|
2023
Q1 | $1.15M | Sell |
22,100
-1,000
| -4% | -$52.3K | 0.03% | 498 |
|
|
2022
Q4 | $1.19M | Buy |
23,100
+8,700
| +60% | +$448K | 0.03% | 477 |
|
|
2022
Q3 | $722K | Buy |
+14,400
| New | +$722K | 0.02% | 623 |
|