Fragasso Financial 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
Q3 | $860K | Hold |
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|
2025
Q2 | $845K | Hold |
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|
2025
Q1 | $849K | Hold |
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|
2024
Q4 | $852K | Buy |
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|
2024
Q3 | $669K | Hold |
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|
2024
Q2 | $658K | Hold |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $517K | Hold |
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|
2023
Q3 | $490K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $204K | Hold |
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|
2021
Q1 | $202K | Hold |
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|
2020
Q4 | $204K | Hold |
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|
2020
Q3 | $202K | Hold |
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|
2020
Q2 | $203K | Buy |
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