Beaumont Financial Advisors’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
Q2 | $279K | Hold |
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|
2025
Q1 | $280K | Hold |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $3.05M | Sell |
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|
2021
Q4 | $3.3M | Sell |
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|
2021
Q3 | $3.47M | Buy |
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|
2021
Q2 | $3.46M | Sell |
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|
2021
Q1 | $3.64M | Buy |
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|
2020
Q4 | $3.63M | Sell |
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|
2020
Q3 | $3.79M | Buy |
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|
2020
Q2 | $3.56M | Buy |
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|
2020
Q1 | $3.24M | Sell |
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|
2019
Q4 | $3.88M | Buy |
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|
2019
Q3 | $3.82M | Sell |
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|
2019
Q2 | $3.85M | Sell |
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|
2019
Q1 | $3.83M | Sell |
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|
2018
Q4 | $3.82M | Sell |
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|
2018
Q3 | $4.83M | Sell |
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|
2018
Q2 | $6.76M | Sell |
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|
2018
Q1 | $8.36M | Sell |
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|
2017
Q4 | $13.6M | Buy |
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|
2017
Q3 | $13.1M | Sell |
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|
2017
Q2 | $13M | Sell |
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|
2017
Q1 | $14.8M | Sell |
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|
2016
Q4 | $16M | Buy |
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