DWAM
Duncan Williams Asset Management’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 | $1.77M | Buy |
34,560
+249
| +0.7% | +$12.8K | 0.56% | 30 |
|
|
2025
Q1 | $1.77M | Sell |
34,311
-227
| -0.7% | -$11.7K | 0.64% | 28 |
|
|
2024
Q4 | $1.79M | Buy |
34,538
+4,008
| +13% | +$207K | 0.7% | 27 |
|
|
2024
Q3 | $1.62M | Buy |
30,530
+266
| +0.9% | +$14.1K | 0.89% | 15 |
|
|
2024
Q2 | $1.58M | Buy |
30,264
+2,214
| +8% | +$115K | 1.33% | 11 |
|
|
2024
Q1 | $1.47M | Buy |
+28,050
| New | +$1.47M | 1.33% | 11 |
|