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Higgins & Schmidt Wealth Strategies’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Higgins & Schmidt Wealth Strategies’s Portfolio MUNI Stock Details MUNI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.53M Buy
49,214
+15,214
+45% +$781K 1.4% 13
2025
Q1 		$1.75M Buy
34,000
+5,367
+19% +$277K 1.04% 17
2024
Q4 		$1.48M Buy
28,633
+8,082
+39% +$418K 0.92% 20
2024
Q3 		$1.09M Buy
+20,551
New +$1.09M 0.7% 18