Beta Wealth Group’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
Q3 | – | Sell |
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|
2025
Q2 | $1.93M | Sell |
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2025
Q1 | $2M | Sell |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $2.56M | Buy |
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|
2024
Q1 | $2.45M | Sell |
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|
2023
Q4 | $4.21M | Buy |
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|
2023
Q3 | $2.96M | Buy |
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|
2023
Q2 | $3.05M | Buy |
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|
2023
Q1 | $1.69M | Buy |
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|
2014
Q1 | $262K | Sell |
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|
2013
Q4 | $475K | Buy |
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