Forvis Mazars Wealth Advisors’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 | $4.27M | Sell |
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|
2025
Q1 | $4.43M | Sell |
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|
2024
Q4 | $4.52M | Sell |
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|
2024
Q3 | $4.73M | Buy |
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|
2024
Q2 | $4.39M | Sell |
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|
2024
Q1 | $4.71M | Sell |
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|
2023
Q4 | $5.38M | Buy |
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|
2023
Q3 | $3.43M | Sell |
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|
2023
Q2 | $5.03M | Sell |
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|
2023
Q1 | $6.61M | Sell |
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|
2022
Q4 | $40.6M | Buy |
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|
2022
Q3 | $23.4M | Buy |
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|
2022
Q2 | $22.2M | Buy |
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|
2022
Q1 | $5.6M | Buy |
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|
2021
Q4 | $608K | Buy |
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|
2021
Q3 | $548K | Buy |
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|
2021
Q2 | $404K | Buy |
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