Fairhaven 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
2024
Q4
$491K Hold
9,500
0.15% 65
2024
Q3
$503K Buy
9,500
+500
+6% +$26.5K 0.15% 65
2024
Q2
$469K Hold
9,000
0.16% 63
2024
Q1
$472K Hold
9,000
0.16% 64
2023
Q4
$475K Buy
9,000
+4,630
+106% +$244K 0.17% 60
2023
Q3
$219K Buy
+4,370
New +$219K 0.09% 98