Dynasty Wealth Management’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 | $47.6M | Sell |
925,848
-8,547
| -0.9% | -$439K | 0.81% | 31 |
|
|
2025
Q1 | $48.2M | Sell |
934,395
-65,894
| -7% | -$3.4M | 0.8% | 32 |
|
|
2024
Q4 | $51.7M | Buy |
1,000,289
+787,906
| +371% | +$40.8M | 0.89% | 29 |
|
|
2024
Q3 | $23.1M | Sell |
212,383
-174,330
| -45% | -$18.9M | 0.7% | 25 |
|
|
2024
Q2 | $20.1M | Buy |
386,713
+31,670
| +9% | +$1.65M | 0.59% | 28 |
|
|
2024
Q1 | $18.6M | Buy |
+355,043
| New | +$18.6M | 0.59% | 29 |
|