Cyndeo Wealth Partners’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 | $1.58M | Sell |
30,699
-389
| -1% | -$20K | 0.09% | 184 |
|
|
2025
Q1 | $1.6M | Sell |
31,088
-8,203
| -21% | -$423K | 0.11% | 181 |
|
|
2024
Q4 | $2.03M | Buy |
39,291
+8,166
| +26% | +$422K | 0.14% | 159 |
|
|
2024
Q3 | $1.65M | Sell |
31,125
-8,717
| -22% | -$462K | 0.12% | 178 |
|
|
2024
Q2 | $2.07M | Sell |
39,842
-2,662
| -6% | -$139K | 0.16% | 157 |
|
|
2024
Q1 | $2.23M | Buy |
42,504
+3,920
| +10% | +$206K | 0.19% | 148 |
|
|
2023
Q4 | $2.04M | Buy |
38,584
+19,894
| +106% | +$1.05M | 0.19% | 137 |
|
|
2023
Q3 | $936K | Buy |
+18,690
| New | +$936K | 0.1% | 174 |
|