Level Four Advisory Services’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 | $540K | Sell |
10,511
-94
| -0.9% | -$4.83K | 0.02% | 501 |
|
2025
Q1 | $547K | Buy |
10,605
+144
| +1% | +$7.42K | 0.02% | 479 |
|
2024
Q4 | $541K | Buy |
10,461
+3,084
| +42% | +$160K | 0.02% | 475 |
|
2024
Q3 | $384K | Sell |
7,377
-511
| -6% | -$26.6K | 0.02% | 570 |
|
2024
Q2 | $411K | Sell |
7,888
-2,222
| -22% | -$116K | 0.02% | 529 |
|
2024
Q1 | $534K | Hold |
10,110
| – | – | 0.03% | 449 |
|
2023
Q4 | $534K | Buy |
10,110
+4,783
| +90% | +$253K | 0.03% | 447 |
|
2023
Q3 | $267K | Buy |
+5,327
| New | +$267K | 0.02% | 602 |
|