Kingsview Wealth Management’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 | $4.23M | Buy |
82,387
+67,907
| +469% | +$3.49M | 0.07% | 277 |
|
|
2025
Q1 | $746K | Hold |
14,480
| – | – | 0.01% | 616 |
|
|
2024
Q4 | $749K | Buy |
14,480
+1,900
| +15% | +$98.3K | 0.01% | 623 |
|
|
2024
Q3 | $666K | Hold |
12,580
| – | – | 0.01% | 630 |
|
|
2024
Q2 | $655K | Sell |
12,580
-763
| -6% | -$39.7K | 0.02% | 611 |
|
|
2024
Q1 | $700K | Buy |
13,343
+763
| +6% | +$40K | 0.02% | 591 |
|
|
2023
Q4 | $664K | Buy |
+12,580
| New | +$664K | 0.02% | 576 |
|