Marshall Financial Group (Maryland)’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
$765K Sell
14,924
-50
-0.3% -$2.56K 0.15% 159
2025
Q1
$772K Buy
14,974
+8,223
+122% +$424K 0.17% 144
2024
Q4
$349K Buy
+6,751
New +$349K 0.08% 165