Concurrent Investment 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 | $989K | Buy |
19,255
+5,596
| +41% | +$287K | 0.02% | 595 |
|
|
2025
Q1 | $704K | Buy |
13,659
+2,074
| +18% | +$107K | 0.02% | 638 |
|
|
2024
Q4 | $599K | Buy |
11,585
+83
| +0.7% | +$4.29K | 0.02% | 618 |
|
|
2024
Q3 | $609K | Buy |
11,502
+1,254
| +12% | +$66.4K | 0.02% | 574 |
|
|
2024
Q2 | $534K | Buy |
10,248
+86
| +0.8% | +$4.48K | 0.02% | 560 |
|
|
2024
Q1 | $533K | Buy |
+10,162
| New | +$533K | 0.02% | 531 |
|