Carson Wealth (CWM LLC)’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 | $45.3M | Buy |
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|
2025
Q2 | $42.5M | Sell |
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|
2025
Q1 | $82.4M | Buy |
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|
2024
Q4 | $78.6M | Buy |
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|
2024
Q3 | $77.8M | Buy |
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|
2024
Q2 | $68.8M | Sell |
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|
2024
Q1 | $70.1M | Buy |
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|
2023
Q4 | $64.8M | Buy |
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|
2023
Q3 | $54.6M | Buy |
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|
2023
Q2 | $54.5M | Sell |
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|
2023
Q1 | $54.9M | Sell |
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|
2022
Q4 | $57.4M | Sell |
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|
2022
Q3 | $63.6M | Buy |
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|
2022
Q2 | $56.7M | Buy |
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|
2022
Q1 | $52.5M | Buy |
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|
2021
Q4 | $54.4M | Buy |
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|
2021
Q2 | $48.2M | Hold |
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|
2021
Q1 | $48.2M | Hold |
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|
2020
Q4 | $48.2M | Hold |
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|
2020
Q3 | $48.2M | Hold |
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|
2020
Q2 | $48.2M | Hold |
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|
2020
Q1 | $48.2M | Hold |
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|
2019
Q4 | $48.2M | Hold |
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|
2019
Q3 | $48.2M | Hold |
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|
2019
Q2 | $48.2M | Hold |
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|
2019
Q1 | $48.2M | Buy |
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