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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
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2025
Q1 | $286K | Sell |
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2024
Q4 | $314K | Sell |
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2024
Q3 | $359K | Sell |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $510K | Buy |
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