IAM Advisory’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 | $2.21M | Buy |
43,112
+126
| +0.3% | +$6.47K | 0.53% | 28 |
|
|
2025
Q1 | $2.22M | Sell |
42,986
-3,528
| -8% | -$182K | 0.58% | 27 |
|
|
2024
Q4 | $2.41M | Buy |
46,514
+455
| +1% | +$23.5K | 0.61% | 24 |
|
|
2024
Q3 | $2.44M | Buy |
46,059
+375
| +0.8% | +$19.9K | 0.62% | 23 |
|
|
2024
Q2 | $2.38M | Buy |
45,684
+1,407
| +3% | +$73.2K | 0.64% | 25 |
|
|
2024
Q1 | $2.32M | Buy |
44,277
+27,547
| +165% | +$1.45M | 0.64% | 24 |
|
|
2023
Q4 | $883K | Sell |
16,730
-43
| -0.3% | -$2.27K | 0.28% | 49 |
|
|
2023
Q3 | $840K | Buy |
16,773
+2,499
| +18% | +$125K | 0.29% | 51 |
|
|
2023
Q2 | $740K | Buy |
14,274
+74
| +0.5% | +$3.84K | 0.25% | 53 |
|
|
2023
Q1 | $742K | Buy |
14,200
+105
| +0.7% | +$5.49K | 0.26% | 55 |
|
|
2022
Q4 | $724K | Buy |
+14,095
| New | +$724K | 0.27% | 53 |
|