BWM
BCS Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Sell |
93,905
-31,664
| -25% | -$1.63M | 1.04% | 26 |
|
|
2025
Q1 | $6.47M | Sell |
125,569
-1,264
| -1% | -$65.2K | 1.66% | 13 |
|
|
2024
Q4 | $6.56M | Buy |
126,833
+9,124
| +8% | +$472K | 1.63% | 13 |
|
|
2024
Q3 | $6.24M | Buy |
117,709
+15,115
| +15% | +$801K | 2.65% | 8 |
|
|
2024
Q2 | $5.34M | Buy |
102,594
+12,434
| +14% | +$647K | 2.6% | 8 |
|
|
2024
Q1 | $4.73M | Buy |
90,160
+16,831
| +23% | +$883K | 1.52% | 16 |
|
|
2023
Q4 | $3.87M | Buy |
73,329
+8,463
| +13% | +$447K | 1.43% | 15 |
|
|
2023
Q3 | $3.25M | Buy |
64,866
+2,416
| +4% | +$121K | 1.35% | 16 |
|
|
2023
Q2 | $3.24M | Buy |
62,450
+6,373
| +11% | +$330K | 2.36% | 11 |
|
|
2023
Q1 | $2.93M | Buy |
56,077
+4,134
| +8% | +$216K | 1.32% | 18 |
|
|
2022
Q4 | $2.67M | Buy |
51,943
+31,752
| +157% | +$1.63M | 1.12% | 21 |
|
|
2022
Q3 | $1.01M | Buy |
20,191
+12,559
| +165% | +$629K | 0.48% | 59 |
|
|
2022
Q2 | $393K | Buy |
7,632
+2,576
| +51% | +$133K | 0.17% | 110 |
|
|
2022
Q1 | $268K | Buy |
+5,056
| New | +$268K | 0.11% | 157 |
|