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Discipline Wealth Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Discipline Wealth Solutions’s Portfolio MUNI Stock Details MUNI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$354K Hold
6,893
– – 0.14% 71
2025
Q1 		$355K Sell
6,893
-146
-2% -$7.53K 0.17% 59
2024
Q4 		$364K Buy
+7,039
New +$364K 0.17% 58