CPA
Clear Point Advisors’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 | $327K | Sell |
6,365
-565
| -8% | -$29K | 0.28% | 90 |
|
|
2025
Q1 | $357K | Sell |
6,930
-235
| -3% | -$12.1K | 0.32% | 81 |
|
|
2024
Q4 | $371K | Sell |
7,165
-219
| -3% | -$11.3K | 0.32% | 79 |
|
|
2024
Q3 | $391K | Buy |
7,384
+295
| +4% | +$15.6K | 0.3% | 76 |
|
|
2024
Q2 | $369K | Sell |
7,089
-814
| -10% | -$42.4K | 0.3% | 76 |
|
|
2024
Q1 | $415K | Sell |
7,903
-174
| -2% | -$9.13K | 0.34% | 74 |
|
|
2023
Q4 | $426K | Buy |
+8,077
| New | +$426K | 0.38% | 68 |
|