IWA
Inspirion Wealth Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Hold |
42,964
| – | – | 0.29% | 36 |
|
|
2025
Q1 | $2.21M | Sell |
42,964
-4,000
| -9% | -$206K | 0.31% | 29 |
|
|
2024
Q4 | $2.43M | Hold |
46,964
| – | – | 0.34% | 29 |
|
|
2024
Q3 | $2.49M | Hold |
46,964
| – | – | 0.35% | 29 |
|
|
2024
Q2 | $2.44M | Hold |
46,964
| – | – | 0.37% | 30 |
|
|
2024
Q1 | $2.46M | Sell |
46,964
-750
| -2% | -$39.4K | 0.41% | 28 |
|
|
2023
Q4 | $2.52M | Buy |
47,714
+4,000
| +9% | +$211K | 0.45% | 31 |
|
|
2023
Q3 | $2.19M | Hold |
43,714
| – | – | 0.43% | 31 |
|
|
2023
Q2 | $2.27M | Buy |
43,714
+750
| +2% | +$38.9K | 0.43% | 30 |
|
|
2023
Q1 | $2.25M | Hold |
42,964
| – | – | 0.45% | 28 |
|
|
2022
Q4 | $2.21M | Buy |
+42,964
| New | +$2.21M | 0.47% | 31 |
|