DWP
Destiny Wealth Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Sell |
11,394
-430
| -4% | -$22.1K | 0.08% | 110 |
|
|
2025
Q1 | $610K | Sell |
11,824
-23
| -0.2% | -$1.19K | 0.1% | 100 |
|
|
2024
Q4 | $613K | Buy |
11,847
+145
| +1% | +$7.5K | 0.1% | 101 |
|
|
2024
Q3 | $620K | Buy |
11,702
+33
| +0.3% | +$1.75K | 0.11% | 95 |
|
|
2024
Q2 | $607K | Sell |
11,669
-404
| -3% | -$21K | 0.11% | 92 |
|
|
2024
Q1 | $633K | Buy |
+12,073
| New | +$633K | 0.11% | 88 |
|