Madison Wealth Partners’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 | $697K | Sell |
13,573
-2,884
| -18% | -$148K | 0.15% | 71 |
|
|
2025
Q1 | $848K | Buy |
16,457
+654
| +4% | +$33.7K | 0.21% | 57 |
|
|
2024
Q4 | $817K | Buy |
15,803
+860
| +6% | +$44.5K | 0.23% | 55 |
|
|
2024
Q3 | $792K | Buy |
14,943
+259
| +2% | +$13.7K | 0.23% | 57 |
|
|
2024
Q2 | $764K | Buy |
14,684
+261
| +2% | +$13.6K | 0.26% | 50 |
|
|
2024
Q1 | $757K | Buy |
14,423
+1,461
| +11% | +$76.7K | 0.27% | 47 |
|
|
2023
Q4 | $684K | Buy |
12,962
+450
| +4% | +$23.8K | 0.27% | 49 |
|
|
2023
Q3 | $626K | Buy |
12,512
+172
| +1% | +$8.61K | 0.32% | 38 |
|
|
2023
Q2 | $640K | Buy |
12,340
+895
| +8% | +$46.4K | 0.3% | 39 |
|
|
2023
Q1 | $598K | Buy |
11,445
+139
| +1% | +$7.26K | 0.3% | 38 |
|
|
2022
Q4 | $581K | Buy |
11,306
+2,696
| +31% | +$139K | 0.34% | 36 |
|
|
2022
Q3 | $432K | Buy |
8,610
+1,649
| +24% | +$82.7K | 0.28% | 42 |
|
|
2022
Q2 | $358K | Buy |
+6,961
| New | +$358K | 0.23% | 49 |
|