Cahill Financial Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
6,534
| – | – | 0.04% | 219 |
|
|
2025
Q1 | $337K | Hold |
6,534
| – | – | 0.05% | 204 |
|
|
2024
Q4 | $338K | Hold |
6,534
| – | – | 0.05% | 200 |
|
|
2024
Q3 | $346K | Hold |
6,534
| – | – | 0.05% | 194 |
|
|
2024
Q2 | $340K | Hold |
6,534
| – | – | 0.05% | 200 |
|
|
2024
Q1 | $343K | Hold |
6,534
| – | – | 0.05% | 202 |
|
|
2023
Q4 | $345K | Buy |
+6,534
| New | +$345K | 0.05% | 192 |
|
|
2021
Q4 | – | Sell |
-420
| Closed | -$24K | – | 566 |
|
|
2021
Q3 | $24K | Buy |
+420
| New | +$24K | ﹤0.01% | 427 |
|