LFA
Legacy Financial Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
46,921
-3,068
| -6% | -$158K | 0.38% | 41 |
|
|
2025
Q1 | $2.58M | Sell |
49,989
-2,836
| -5% | -$146K | 0.43% | 39 |
|
|
2024
Q4 | $2.73M | Sell |
52,825
-6,730
| -11% | -$348K | 0.45% | 40 |
|
|
2024
Q3 | $3.16M | Sell |
59,555
-497
| -0.8% | -$26.3K | 0.53% | 34 |
|
|
2024
Q2 | $3.13M | Sell |
60,052
-2,047
| -3% | -$107K | 0.56% | 29 |
|
|
2024
Q1 | $3.26M | Sell |
62,099
-3,268
| -5% | -$171K | 0.58% | 29 |
|
|
2023
Q4 | $3.45M | Buy |
+65,367
| New | +$3.45M | 0.66% | 23 |
|
|
2022
Q4 | – | Sell |
-200,250
| Closed | -$10M | – | 249 |
|
|
2022
Q3 | $10M | Buy |
200,250
+25,452
| +15% | +$1.28M | 2.4% | 9 |
|
|
2022
Q2 | $9M | Buy |
174,798
+19,047
| +12% | +$981K | 2.24% | 9 |
|
|
2022
Q1 | $8.26M | Buy |
+155,751
| New | +$8.26M | 1.86% | 10 |
|