Integrated Wealth Concepts’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 | $4.45M | Sell |
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|
2025
Q1 | $5.39M | Buy |
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|
2024
Q4 | $3.2M | Sell |
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|
2024
Q3 | $3.29M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $677K | Buy |
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|
2023
Q2 | $642K | Sell |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q4 | $665K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $359K | Hold |
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|
2020
Q4 | $362K | Hold |
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|
2020
Q3 | $359K | Buy |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $724K | Buy |
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|
2019
Q3 | $515K | Buy |
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|
2019
Q2 | $486K | Buy |
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|
2019
Q1 | $389K | Buy |
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|
2018
Q4 | $241K | Sell |
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|
2018
Q3 | $299K | Sell |
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|
2018
Q2 | $347K | Sell |
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|
2018
Q1 | $358K | Hold |
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|
2017
Q4 | $364K | Buy |
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