Palo Alto Wealth 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 | $701K | Buy |
13,658
+1,189
| +10% | +$61.1K | 0.27% | 28 |
|
|
2025
Q1 | $637K | Buy |
12,469
+63
| +0.5% | +$3.22K | 0.25% | 28 |
|
|
2024
Q4 | $643K | Buy |
12,406
+7,712
| +164% | +$400K | 0.23% | 25 |
|
|
2024
Q3 | $246K | Buy |
4,694
+54
| +1% | +$2.83K | 0.1% | 46 |
|
|
2024
Q2 | $242K | Buy |
4,640
+222
| +5% | +$11.6K | 0.17% | 41 |
|
|
2024
Q1 | $232K | Buy |
+4,418
| New | +$232K | 0.16% | 38 |
|