Creative Planning’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 | $3.14M | Buy |
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|
2025
Q2 | $2.02M | Sell |
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|
2025
Q1 | $4.2M | Buy |
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|
2024
Q4 | $790K | Sell |
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|
2024
Q3 | $886K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $783K | Sell |
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|
2023
Q4 | $865K | Sell |
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|
2023
Q3 | $827K | Buy |
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|
2023
Q2 | $776K | Buy |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $592K | Buy |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $848K | Buy |
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|
2021
Q4 | $882K | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $1.26M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $1.21M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.87M | Buy |
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|
2019
Q2 | $1.85M | Buy |
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|
2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $1.59M | Buy |
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|
2018
Q3 | $1.43M | Sell |
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|
2018
Q2 | $1.52M | Sell |
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|
2018
Q1 | $1.74M | Sell |
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|
2017
Q4 | $1.93M | Buy |
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|
2017
Q3 | $1.88M | Buy |
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|
2017
Q2 | $1.83M | Buy |
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|
2017
Q1 | $1.73M | Buy |
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|
2016
Q4 | $539K | Buy |
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|
2016
Q3 | $482K | Buy |
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|
2016
Q2 | $450K | Buy |
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|
2016
Q1 | $427K | Sell |
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|
2015
Q4 | $479K | Hold |
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|
2015
Q3 | $472K | Sell |
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|
2015
Q2 | $555K | Buy |
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|
2015
Q1 | $307K | Buy |
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|
2014
Q4 | $306K | Buy |
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|
2014
Q3 | $269K | Buy |
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|
2014
Q2 | $140K | Hold |
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|
2014
Q1 | $139K | Buy |
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|
2013
Q4 | $109K | Sell |
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|
2013
Q3 | $117K | Sell |
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|
2013
Q2 | $136K | Buy |
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