IHT Wealth Management’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
Q1 | – | Sell |
-21,959
| Closed | -$1.14M | – | 1125 |
|
|
2024
Q4 | $1.14M | Sell |
21,959
-18,755
| -46% | -$970K | 0.04% | 416 |
|
|
2024
Q3 | $2.16M | Buy |
40,714
+19,641
| +93% | +$1.04M | 0.06% | 299 |
|
|
2024
Q2 | $1.1M | Sell |
21,073
-4,669
| -18% | -$243K | 0.04% | 400 |
|
|
2024
Q1 | $1.35M | Sell |
25,742
-299
| -1% | -$15.7K | 0.05% | 343 |
|
|
2023
Q4 | $1.37M | Buy |
26,041
+998
| +4% | +$52.7K | 0.06% | 308 |
|
|
2023
Q3 | $1.25M | Sell |
25,043
-375
| -1% | -$18.8K | 0.06% | 298 |
|
|
2023
Q2 | $1.32M | Sell |
25,418
-1,949
| -7% | -$101K | 0.07% | 273 |
|
|
2023
Q1 | $1.43M | Buy |
27,367
+2,375
| +10% | +$124K | 0.08% | 233 |
|
|
2022
Q4 | $1.28M | Buy |
+24,992
| New | +$1.28M | 0.08% | 248 |
|
|
2022
Q2 | – | Sell |
-18,824
| Closed | -$998K | – | 786 |
|
|
2022
Q1 | $998K | Sell |
18,824
-1,124
| -6% | -$59.6K | 0.08% | 256 |
|
|
2021
Q4 | $1.12M | Sell |
19,948
-75
| -0.4% | -$4.22K | 0.08% | 234 |
|
|
2021
Q3 | $1.13M | Sell |
20,023
-960
| -5% | -$54.1K | 0.09% | 226 |
|
|
2021
Q2 | $1.19M | Buy |
20,983
+6,637
| +46% | +$377K | 0.08% | 285 |
|
|
2021
Q1 | $806K | Buy |
14,346
+4,426
| +45% | +$249K | 0.06% | 319 |
|
|
2020
Q4 | $563K | Buy |
+9,920
| New | +$563K | 0.05% | 368 |
|
|
2018
Q2 | – | Sell |
-510
| Closed | -$27K | – | 1010 |
|
|
2018
Q1 | $27K | Sell |
510
-837
| -62% | -$44.3K | 0.01% | 877 |
|
|
2017
Q4 | $72K | Buy |
1,347
+1,097
| +439% | +$58.6K | 0.02% | 585 |
|
|
2017
Q3 | $13K | Hold |
250
| – | – | 0.01% | 890 |
|
|
2017
Q2 | $12 | Buy |
+250
| New | +$12 | 0.01% | 921 |
|