Concurrent Investment Advisors’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
$992K Sell
2025
Q2
$989K Buy
2025
Q1
$704K Buy
2024
Q4
$599K Buy
2024
Q3
$609K Buy
2024
Q2
$534K Buy
2024
Q1
$533K Buy