BFWA
Benchmark Financial Wealth Advisors’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 | $4.26M | Buy |
82,965
+8,688
| +12% | +$446K | 1.41% | 20 |
|
|
2025
Q1 | $3.83M | Buy |
74,277
+1,410
| +2% | +$72.7K | 1.45% | 19 |
|
|
2024
Q4 | $3.77M | Buy |
72,867
+24,322
| +50% | +$1.26M | 1.21% | 20 |
|
|
2024
Q3 | $2.57M | Buy |
48,545
+19,595
| +68% | +$1.04M | 0.86% | 21 |
|
|
2024
Q2 | $1.51M | Buy |
28,950
+2,055
| +8% | +$107K | 0.56% | 26 |
|
|
2024
Q1 | $1.41M | Buy |
+26,895
| New | +$1.41M | 0.54% | 26 |
|