HWM
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Howard Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Howard Wealth Management’s Portfolio MUNI Stock Details MUNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$422K Buy
8,218
+112
+1% +$5.75K 0.21% 81
2025
Q1 		$418K Buy
8,106
+797
+11% +$41.1K 0.23% 80
2024
Q4 		$378K Buy
7,309
+691
+10% +$35.7K 0.2% 83
2024
Q3 		$351K Buy
+6,618
New +$351K 0.2% 87