McKinley Carter Wealth Services’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
Q2 | $4.16M | Buy |
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|
2025
Q1 | $3.74M | Sell |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $13.5M | Sell |
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|
2024
Q2 | $13.3M | Sell |
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|
2024
Q1 | $13.6M | Buy |
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|
2023
Q4 | $13.5M | Buy |
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|
2023
Q3 | $10.6M | Sell |
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|
2023
Q2 | $11.6M | Sell |
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|
2023
Q1 | $12.5M | Sell |
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|
2022
Q4 | $13.8M | Sell |
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|
2022
Q3 | $17.2M | Sell |
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|
2022
Q2 | $18M | Buy |
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