Clearstead 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 | $6.7M | Buy |
130,476
+128,553
| +6,685% | +$6.6M | 0.09% | 163 |
|
|
2025
Q1 | $99.1K | Buy |
1,923
+12
| +0.6% | +$619 | ﹤0.01% | 996 |
|
|
2024
Q4 | $98.8K | Buy |
1,911
+14
| +0.7% | +$724 | ﹤0.01% | 1031 |
|
|
2024
Q3 | $101K | Buy |
1,897
+13
| +0.7% | +$689 | ﹤0.01% | 1027 |
|
|
2024
Q2 | $98.1K | Buy |
1,884
+345
| +22% | +$18K | ﹤0.01% | 1003 |
|
|
2024
Q1 | $80.2K | Buy |
+1,539
| New | +$80.2K | ﹤0.01% | 647 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$2K | – | 1381 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1212 |
|
|
2021
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1116 |
|