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Golden State Equity Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Golden State Equity Partners’s Portfolio MUNI Stock Details MUNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Buy
+24,160
New +$1.27M 0.1% 243
2025
Q4 		– Sell
-8,576
Closed -$448K – 516
2025
Q3 		$448K Sell
8,576
-10
-0.1% -$515 0.08% 280
2025
Q2 		$441K Buy
8,586
+640
+8% +$32.7K 0.08% 267
2025
Q1 		$410K Buy
7,946
+1,521
+24% +$78.9K 0.08% 282
2024
Q4 		$332K Buy
+6,425
New +$336K 0.06% 315
2024
Q3 		– Sell
-6,213
Closed -$323K – 874
2024
Q2 		$323K Buy
+6,213
New +$323K 0.07% 303
2023
Q4 		$280K Sell
5,303
-2,719
-34% -$138K 0.07% 297
2023
Q3 		$402K Buy
+8,022
New +$411K 0.11% 197
2023
Q2 		– Hold
0
– – – 397

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