Patten Group’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 | $1.89M | Buy |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $2.1M | Sell |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $2.21M | Sell |
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|
2021
Q4 | $2.43M | Sell |
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|
2021
Q3 | $2.49M | Buy |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $2.27M | Buy |
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|
2020
Q4 | $2.16M | Buy |
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|
2020
Q3 | $1.48M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $899K | Sell |
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|
2019
Q4 | $911K | Buy |
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|
2019
Q3 | $622K | Buy |
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|
2019
Q2 | $585K | Sell |
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|
2019
Q1 | $576K | Sell |
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|
2018
Q4 | $579K | Buy |
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|
2018
Q3 | $360K | Hold |
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|
2018
Q2 | $362K | Hold |
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|
2018
Q1 | $362K | Sell |
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|
2017
Q4 | $502K | Buy |
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|
2017
Q3 | $500K | Hold |
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|
2017
Q2 | $499K | Sell |
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|
2017
Q1 | $517K | Hold |
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|
2016
Q4 | $512K | Hold |
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|
2016
Q3 | $530K | Hold |
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|
2016
Q2 | $537K | Hold |
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|
2016
Q1 | $529K | Hold |
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|
2015
Q4 | $526K | Sell |
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|
2015
Q3 | $554K | Sell |
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|
2015
Q2 | $576K | Sell |
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|
2015
Q1 | $735K | Sell |
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|
2014
Q4 | $783K | Buy |
|