BOPW
Brandywine Oak Private Wealth’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 | $4M | Buy |
77,938
+52,815
| +210% | +$2.71M | 0.37% | 37 |
|
|
2025
Q1 | $1.3M | Hold |
25,123
| – | – | 0.13% | 84 |
|
|
2024
Q4 | $1.3M | Hold |
25,123
| – | – | 0.13% | 84 |
|
|
2024
Q3 | $1.33M | Buy |
25,123
+2,293
| +10% | +$121K | 0.13% | 85 |
|
|
2024
Q2 | $1.19M | Buy |
22,830
+11,923
| +109% | +$621K | 0.12% | 85 |
|
|
2024
Q1 | $572K | Buy |
10,907
+555
| +5% | +$29.1K | 0.06% | 139 |
|
|
2023
Q4 | $547K | Buy |
+10,352
| New | +$547K | 0.06% | 138 |
|
|
2022
Q4 | – | Sell |
-4,203
| Closed | -$210K | – | 277 |
|
|
2022
Q3 | $210K | Buy |
+4,203
| New | +$210K | 0.03% | 280 |
|