Equita Financial Network’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 | $6.5M | Sell |
126,549
-33,282
| -21% | -$1.71M | 2.59% | 9 |
|
2025
Q1 | $8.24M | Sell |
159,831
-2,997
| -2% | -$154K | 2.88% | 8 |
|
2024
Q4 | $8.42M | Buy |
162,828
+9,225
| +6% | +$477K | 3.04% | 8 |
|
2024
Q3 | $8.14M | Sell |
153,603
-3,999
| -3% | -$212K | 2.97% | 9 |
|
2024
Q2 | $8.21M | Buy |
157,602
+14,438
| +10% | +$752K | 3.43% | 7 |
|
2024
Q1 | $7.51M | Buy |
143,164
+50,226
| +54% | +$2.64M | 3.37% | 8 |
|
2023
Q4 | $4.91M | Buy |
92,938
+34,184
| +58% | +$1.8M | 2.62% | 16 |
|
2023
Q3 | $2.94M | Buy |
+58,754
| New | +$2.94M | 1.81% | 22 |
|