MBL Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.1M | Buy |
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|
2025
Q2 | $22.3M | Buy |
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2025
Q1 | $22.3M | Buy |
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|
2024
Q4 | $22.3M | Buy |
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|
2024
Q3 | $22.7M | Buy |
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|
2024
Q2 | $21.9M | Buy |
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|
2024
Q1 | $21M | Buy |
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|
2023
Q4 | $19.5M | Buy |
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|
2023
Q3 | $17.6M | Buy |
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|
2023
Q2 | $15.7M | Buy |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $8.57M | Buy |
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|
2022
Q3 | $5.66M | Buy |
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|
2022
Q2 | $2.87M | Sell |
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|
2022
Q1 | $3.9M | Buy |
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|
2021
Q3 | $3.23M | Buy |
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|
2021
Q1 | $4.29M | Sell |
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|
2020
Q4 | $4.55M | Buy |
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