Golden State Equity Partners’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 | $441K | Buy |
8,586
+640
| +8% | +$32.9K | 0.08% | 267 |
|
2025
Q1 | $410K | Buy |
7,946
+1,521
| +24% | +$78.4K | 0.08% | 282 |
|
2024
Q4 | $332K | Buy |
+6,425
| New | +$332K | 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% | -$144K | 0.07% | 297 |
|
2023
Q3 | $402K | Buy |
+8,022
| New | +$402K | 0.11% | 197 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 397 |
|