Northwestern Mutual Wealth Management’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 | $1.8M | Buy |
35,080
+34,962
| +29,629% | +$1.8M | ﹤0.01% | 971 |
|
2025
Q1 | $6.08K | Sell |
118
-26
| -18% | -$1.34K | ﹤0.01% | 2902 |
|
2024
Q4 | $7.45K | Sell |
144
-1,677
| -92% | -$86.8K | ﹤0.01% | 2839 |
|
2024
Q3 | $96.5K | Buy |
+1,821
| New | +$96.5K | ﹤0.01% | 1906 |
|
2024
Q2 | – | Sell |
-476
| Closed | -$25K | – | 3701 |
|
2024
Q1 | $25K | Sell |
476
-2,649
| -85% | -$139K | ﹤0.01% | 2335 |
|
2023
Q4 | $165K | Buy |
+3,125
| New | +$165K | ﹤0.01% | 1581 |
|
2023
Q1 | – | Sell |
-347
| Closed | -$17.8K | – | 3512 |
|
2022
Q4 | $17.8K | Sell |
347
-2,051
| -86% | -$105K | ﹤0.01% | 2286 |
|
2022
Q3 | $120K | Buy |
+2,398
| New | +$120K | ﹤0.01% | 1583 |
|
2022
Q1 | – | Sell |
-2,553
| Closed | -$144K | – | 3295 |
|
2021
Q4 | $144K | Buy |
+2,553
| New | +$144K | ﹤0.01% | 1569 |
|
2020
Q1 | – | Sell |
-5,000
| Closed | -$276K | – | 2682 |
|
2019
Q4 | $276K | Buy |
5,000
+4,725
| +1,718% | +$261K | ﹤0.01% | 836 |
|
2019
Q3 | $15K | Hold |
275
| – | – | ﹤0.01% | 1805 |
|
2019
Q2 | $15K | Sell |
275
-956
| -78% | -$52.1K | ﹤0.01% | 1820 |
|
2019
Q1 | $67K | Buy |
1,231
+956
| +348% | +$52K | ﹤0.01% | 1233 |
|
2018
Q4 | $15K | Buy |
+275
| New | +$15K | ﹤0.01% | 1702 |
|