Independence Wealth Advisors’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
2020
Q3
Sell
-9,756
Closed -$543K 18
2020
Q2
$543K Sell
9,756
-19,470
-67% -$1.08M 1.31% 13
2020
Q1
$1.59M Buy
29,226
+3,575
+14% +$195K 1.92% 15
2019
Q4
$1.42M Buy
25,651
+2,015
+9% +$111K 1.38% 16
2019
Q3
$1.31M Buy
+23,636
New +$1.31M 1.38% 17