Landmark Wealth Management (New York)’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 | $1.87M | Sell |
36,470
-6,261
| -15% | -$322K | 0.8% | 31 |
|
|
2025
Q1 | $2.2M | Buy |
42,731
+8,387
| +24% | +$432K | 0.97% | 32 |
|
|
2024
Q4 | $1.78M | Buy |
34,344
+3,946
| +13% | +$204K | 0.79% | 33 |
|
|
2024
Q3 | $1.61M | Buy |
30,398
+1,191
| +4% | +$63.1K | 0.7% | 36 |
|
|
2024
Q2 | $1.52M | Buy |
29,207
+357
| +1% | +$18.6K | 1.19% | 24 |
|
|
2024
Q1 | $1.51M | Buy |
28,850
+5,223
| +22% | +$274K | 0.7% | 37 |
|
|
2023
Q4 | $1.25M | Buy |
23,627
+3,244
| +16% | +$171K | 0.61% | 38 |
|
|
2023
Q3 | $1.02M | Buy |
20,383
+7,313
| +56% | +$366K | 0.58% | 39 |
|
|
2023
Q2 | $678K | Sell |
13,070
-666
| -5% | -$34.5K | 0.6% | 28 |
|
|
2023
Q1 | $718K | Buy |
13,736
+1,881
| +16% | +$98.3K | 0.4% | 42 |
|
|
2022
Q4 | $609K | Sell |
11,855
-6,336
| -35% | -$325K | 0.44% | 40 |
|
|
2022
Q3 | $912K | Sell |
18,191
-8,788
| -33% | -$441K | 0.69% | 37 |
|
|
2022
Q2 | $1.39M | Buy |
26,979
+10,365
| +62% | +$534K | 1.78% | 12 |
|
|
2022
Q1 | $448K | Sell |
16,614
-1,393
| -8% | -$37.6K | 0.24% | 51 |
|
|
2021
Q4 | $1K | Buy |
+18,007
| New | +$1K | 0.58% | 33 |
|