Financial Advocates Investment 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 | $257K | Sell |
5,003
-548
| -10% | -$28.1K | 0.02% | 531 |
|
|
2025
Q1 | $286K | Sell |
5,551
-524
| -9% | -$27K | 0.02% | 571 |
|
|
2024
Q4 | $314K | Sell |
6,075
-709
| -10% | -$36.7K | 0.02% | 585 |
|
|
2024
Q3 | $359K | Sell |
6,784
-888
| -12% | -$47K | 0.02% | 551 |
|
|
2024
Q2 | $399K | Sell |
7,672
-331
| -4% | -$17.2K | 0.02% | 493 |
|
|
2024
Q1 | $420K | Buy |
8,003
+773
| +11% | +$40.6K | 0.02% | 490 |
|
|
2023
Q4 | $382K | Buy |
7,230
+122
| +2% | +$6.44K | 0.03% | 489 |
|
|
2023
Q3 | $356K | Sell |
7,108
-98
| -1% | -$4.91K | 0.03% | 482 |
|
|
2023
Q2 | $374K | Sell |
7,206
-162
| -2% | -$8.4K | 0.03% | 459 |
|
|
2023
Q1 | $385K | Buy |
7,368
+2,771
| +60% | +$145K | 0.03% | 477 |
|
|
2022
Q4 | $236K | Buy |
4,597
+255
| +6% | +$13.1K | 0.02% | 622 |
|
|
2022
Q3 | $218K | Buy |
+4,342
| New | +$218K | 0.02% | 641 |
|
|
2018
Q1 | – | Sell |
-9,500
| Closed | -$510K | – | 522 |
|
|
2017
Q4 | $510K | Buy |
+9,500
| New | +$510K | 0.07% | 252 |
|