Cerity Partners’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 | $8.39M | Buy |
163,348
+42,216
| +35% | +$2.17M | 0.02% | 600 |
|
|
2025
Q1 | $6.24M | Buy |
121,132
+138
| +0.1% | +$7.11K | 0.01% | 645 |
|
|
2024
Q4 | $6.26M | Sell |
120,994
-18,414
| -13% | -$953K | 0.01% | 633 |
|
|
2024
Q3 | $7.39M | Buy |
139,408
+20,669
| +17% | +$1.1M | 0.02% | 581 |
|
|
2024
Q2 | $6.18M | Buy |
118,739
+23,018
| +24% | +$1.2M | 0.02% | 545 |
|
|
2024
Q1 | $5.02M | Buy |
95,721
+564
| +0.6% | +$29.6K | 0.01% | 648 |
|
|
2023
Q4 | $5.04M | Buy |
95,157
+11,214
| +13% | +$594K | 0.02% | 532 |
|
|
2023
Q3 | $4.2M | Buy |
83,943
+7,595
| +10% | +$380K | 0.02% | 442 |
|
|
2023
Q2 | $3.96M | Buy |
76,348
+24,540
| +47% | +$1.27M | 0.02% | 550 |
|
|
2023
Q1 | $2.7M | Buy |
51,808
+23,117
| +81% | +$1.2M | 0.01% | 624 |
|
|
2022
Q4 | $1.48M | Buy |
28,691
+3,325
| +13% | +$171K | 0.01% | 591 |
|
|
2022
Q3 | $1.27M | Buy |
+25,366
| New | +$1.27M | 0.02% | 459 |
|