IFP Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Sell |
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2025
Q1 | $186K | Sell |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $247K | Buy |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $262K | Buy |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $162K | Sell |
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|
2022
Q4 | $673K | Buy |
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|
2022
Q3 | $615K | Sell |
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|
2022
Q2 | $623K | Hold |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $79K | Buy |
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|
2021
Q3 | $79K | Buy |
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|
2021
Q2 | $28K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $18K | Buy |
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