Paladin Advisory Group’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 | $3.14M | Buy |
61,065
+9,163
| +18% | +$471K | 2.39% | 14 |
|
|
2025
Q1 | $2.68M | Buy |
51,902
+1,175
| +2% | +$60.6K | 2.14% | 18 |
|
|
2024
Q4 | $2.62M | Sell |
50,727
-63
| -0.1% | -$3.26K | 2.01% | 18 |
|
|
2024
Q3 | $2.69M | Hold |
50,790
| – | – | 1.99% | 19 |
|
|
2024
Q2 | $2.63M | Buy |
50,790
+209
| +0.4% | +$10.8K | 2.05% | 18 |
|
|
2024
Q1 | $2.64M | Buy |
50,581
+175
| +0.3% | +$9.14K | 2.09% | 20 |
|
|
2023
Q4 | $2.66M | Sell |
50,406
-2,327
| -4% | -$123K | 2.2% | 16 |
|
|
2023
Q3 | $2.64M | Buy |
52,733
+832
| +2% | +$41.7K | 2.23% | 12 |
|
|
2023
Q2 | $2.69M | Buy |
51,901
+510
| +1% | +$26.4K | 2.16% | 14 |
|
|
2023
Q1 | $2.69M | Buy |
+51,391
| New | +$2.69M | 2.23% | 13 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 158 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 159 |
|
|
2022
Q2 | – | Sell |
-46,662
| Closed | -$2.47M | – | 160 |
|
|
2022
Q1 | $2.47M | Buy |
+46,662
| New | +$2.47M | 2.01% | 15 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 156 |
|