Key Financial Inc’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
Q2 | $235K | Hold |
4,579
| – | – | 0.05% | 254 |
|
|
2025
Q1 | $236K | Buy |
4,579
+43
| +0.9% | +$2.22K | 0.05% | 239 |
|
|
2024
Q4 | $235K | Hold |
4,536
| – | – | 0.05% | 233 |
|
|
2024
Q3 | $240K | Sell |
4,536
-64
| -1% | -$3.39K | 0.05% | 229 |
|
|
2024
Q2 | $239K | Hold |
4,600
| – | – | 0.06% | 215 |
|
|
2024
Q1 | $241K | Hold |
4,600
| – | – | 0.06% | 208 |
|
|
2023
Q4 | $243K | Buy |
4,600
+4,187
| +1,014% | +$221K | 0.07% | 193 |
|
|
2023
Q3 | $20.7K | Hold |
413
| – | – | 0.01% | 558 |
|
|
2023
Q2 | $21.4K | Hold |
413
| – | – | 0.01% | 562 |
|
|
2023
Q1 | $21.6K | Buy |
+413
| New | +$21.6K | 0.01% | 536 |
|