GeoWealth 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
Q1 | – | Sell |
-1,890
| Closed | -$97.8K | – | 1540 |
|
|
2024
Q4 | $97.8K | Buy |
1,890
+647
| +52% | +$33.5K | ﹤0.01% | 976 |
|
|
2024
Q3 | $65.9K | Buy |
1,243
+472
| +61% | +$25K | ﹤0.01% | 999 |
|
|
2024
Q2 | $40.1K | Buy |
771
+498
| +182% | +$25.9K | ﹤0.01% | 823 |
|
|
2024
Q1 | $14.3K | Sell |
273
-200
| -42% | -$10.5K | ﹤0.01% | 830 |
|
|
2023
Q4 | $25K | Sell |
473
-43
| -8% | -$2.27K | ﹤0.01% | 645 |
|
|
2023
Q3 | $26K | Buy |
516
+257
| +99% | +$13K | ﹤0.01% | 425 |
|
|
2023
Q2 | $13K | Buy |
+259
| New | +$13K | ﹤0.01% | 398 |
|