Financial Synergies Wealth Advisors’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 | $5.4M | Sell |
105,074
-646
| -0.6% | -$33.2K | 0.59% | 23 |
|
|
2025
Q1 | $5.45M | Buy |
105,720
+818
| +0.8% | +$42.2K | 0.66% | 22 |
|
|
2024
Q4 | $5.43M | Buy |
104,902
+894
| +0.9% | +$46.3K | 0.67% | 20 |
|
|
2024
Q3 | $5.51M | Buy |
104,008
+904
| +0.9% | +$47.9K | 0.68% | 20 |
|
|
2024
Q2 | $5.37M | Sell |
103,104
-352
| -0.3% | -$18.3K | 0.72% | 19 |
|
|
2024
Q1 | $5.43M | Buy |
103,456
+21,191
| +26% | +$1.11M | 0.71% | 20 |
|
|
2023
Q4 | $4.23M | Sell |
82,265
-15,392
| -16% | -$791K | 0.65% | 23 |
|
|
2023
Q3 | $4.89M | Buy |
97,657
+12,867
| +15% | +$644K | 0.71% | 22 |
|
|
2023
Q2 | $4.4M | Buy |
84,790
+3,056
| +4% | +$158K | 0.62% | 23 |
|
|
2023
Q1 | $4.27M | Sell |
81,734
-531
| -0.6% | -$27.8K | 0.63% | 23 |
|
|
2022
Q4 | $4.23M | Buy |
+82,265
| New | +$4.23M | 0.65% | 23 |
|