OneDigital Investment Advisors’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 | $759K | Buy |
14,770
+531
| +4% | +$27.3K | 0.01% | 739 |
|
|
2025
Q1 | $734K | Sell |
14,239
-2,344
| -14% | -$121K | 0.01% | 721 |
|
|
2024
Q4 | $858K | Sell |
16,583
-4
| -0% | -$207 | 0.01% | 685 |
|
|
2024
Q3 | $879K | Buy |
16,587
+15
| +0.1% | +$795 | 0.01% | 699 |
|
|
2024
Q2 | $863K | Buy |
16,572
+2,066
| +14% | +$108K | 0.01% | 665 |
|
|
2024
Q1 | $761K | Buy |
14,506
+602
| +4% | +$31.6K | 0.01% | 592 |
|
|
2023
Q4 | $734K | Buy |
+13,904
| New | +$734K | 0.01% | 576 |
|