Clear Creek Financial Management’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 | $784K | Sell |
15,266
-908
| -6% | -$46.6K | 0.07% | 268 |
|
|
2025
Q1 | $834K | Buy |
16,174
+8,570
| +113% | +$442K | 0.09% | 220 |
|
|
2024
Q4 | $393K | Buy |
7,604
+10
| +0.1% | +$517 | 0.04% | 335 |
|
|
2024
Q3 | $402K | Sell |
7,594
-8
| -0.1% | -$424 | 0.05% | 298 |
|
|
2024
Q2 | $396K | Sell |
7,602
-287
| -4% | -$14.9K | 0.05% | 284 |
|
|
2024
Q1 | $414K | Buy |
7,889
+381
| +5% | +$20K | 0.05% | 273 |
|
|
2023
Q4 | $396K | Sell |
7,508
-211
| -3% | -$11.1K | 0.06% | 222 |
|
|
2023
Q3 | $386K | Sell |
7,719
-940
| -11% | -$47.1K | 0.07% | 203 |
|
|
2023
Q2 | $449K | Sell |
8,659
-2,460
| -22% | -$128K | 0.08% | 193 |
|
|
2023
Q1 | $581K | Buy |
11,119
+185
| +2% | +$9.67K | 0.11% | 143 |
|
|
2022
Q4 | $562K | Sell |
10,934
-5,746
| -34% | -$295K | 0.12% | 141 |
|
|
2022
Q3 | $836K | Sell |
16,680
-1,068
| -6% | -$53.5K | 0.18% | 95 |
|
|
2022
Q2 | $914K | Sell |
17,748
-4,259
| -19% | -$219K | 0.19% | 96 |
|
|
2022
Q1 | $1.17M | Buy |
22,007
+479
| +2% | +$25.4K | 0.18% | 112 |
|
|
2021
Q4 | $1.21M | Buy |
21,528
+207
| +1% | +$11.6K | 0.18% | 109 |
|
|
2021
Q3 | $1.2M | Buy |
21,321
+2,955
| +16% | +$167K | 0.19% | 114 |
|
|
2021
Q2 | $1.04M | Buy |
+18,366
| New | +$1.04M | 0.16% | 128 |
|
|
2021
Q1 | – | Sell |
-8,574
| Closed | -$486K | – | 182 |
|
|
2020
Q4 | $486K | Buy |
+8,574
| New | +$486K | 0.09% | 188 |
|
|
2020
Q3 | – | Sell |
-6,204
| Closed | -$345K | – | 197 |
|
|
2020
Q2 | $345K | Buy |
+6,204
| New | +$345K | 0.09% | 162 |
|