Belpointe Asset Management’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
2026
Q1
$3.93M Buy
75,263
+4,988
+7% +$263K 0.14% 126
2025
Q4
$3.68M Sell
70,275
-4,529
-6% -$238K 0.13% 130
2025
Q3
$3.91M Buy
74,804
+15,912
+27% +$820K 0.15% 118
2025
Q2
$3.02M Buy
58,892
+43,535
+283% +$2.22M 0.13% 147
2025
Q1
$792K Buy
+15,357
New +$797K 0.04% 405
2023
Q2
Sell
-8,247
Closed -$431K 2306
2023
Q1
$431K Sell
8,247
-2,568
-24% -$133K 0.02% 613
2022
Q4
$556K Buy
10,815
+3,142
+41% +$159K 0.03% 490
2022
Q3
$385K Buy
7,673
+1,238
+19% +$64.1K 0.03% 599
2022
Q2
$331K Buy
6,435
+1,027
+19% +$53.1K 0.02% 637
2022
Q1
$287K Buy
5,408
+21
+0.4% +$1.15K 0.02% 744
2021
Q4
$303K Buy
5,387
+22
+0.4% +$1.24K 0.02% 705
2021
Q3
$302K Buy
5,365
+21
+0.4% +$1.19K 0.02% 678
2021
Q2
$303K Buy
5,344
+21
+0.4% +$1.19K 0.02% 657
2021
Q1
$299K Buy
5,323
+23
+0.4% +$1.3K 0.03% 604
2020
Q4
$301K Buy
5,300
+24
+0.5% +$1.35K 0.03% 555
2020
Q3
$297K Buy
+5,276
New +$297K 0.03% 440
2020
Q1
Sell
-3,642
Closed -$201K 723
2019
Q4
$201K Buy
+3,642
New +$201K 0.03% 538

Other funds holding MUNI