Kelman-Lazarov Inc’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 | $4.06M | Sell |
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|
2025
Q1 | $4.64M | Buy |
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|
2024
Q4 | $4.51M | Buy |
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|
2024
Q3 | $4.52M | Buy |
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|
2024
Q2 | $4.41M | Buy |
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|
2024
Q1 | $4.34M | Buy |
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|
2023
Q4 | $4.29M | Buy |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Hold |
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|
2021
Q3 | $209K | Sell |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $367K | Buy |
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|
2020
Q3 | $360K | Sell |
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|
2020
Q2 | $405K | Buy |
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|
2020
Q1 | $256K | Sell |
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|
2019
Q4 | $357K | Sell |
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|
2019
Q3 | $418K | Hold |
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|
2019
Q2 | $415K | Sell |
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|
2019
Q1 | $419K | Sell |
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|
2018
Q4 | $451K | Hold |
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|
2018
Q3 | $449K | Hold |
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|
2018
Q2 | $452K | Sell |
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|
2018
Q1 | $609K | Buy |
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|
2017
Q4 | $593K | Hold |
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|
2017
Q3 | $594K | Buy |
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|
2017
Q2 | $569K | Hold |
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|
2017
Q1 | $563K | Sell |
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|
2016
Q4 | $591K | Hold |
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|
2016
Q3 | $617K | Sell |
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|
2016
Q2 | $665K | Sell |
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|
2016
Q1 | $746K | Buy |
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