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Keyvantage Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Keyvantage Wealth’s Portfolio MUNI Stock Details MUNI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.89M Sell
134,162
-731
-0.5% -$37.5K 3.09% 11
2025
Q1 		$6.95M Buy
134,893
+78,487
+139% +$4.05M 3.38% 9
2024
Q4 		$2.92M Buy
+56,406
New +$2.92M 2.09% 12