Petra Financial Advisors’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 | $782K | Sell |
|
|||||
|
2025
Q1 | $795K | Hold |
|
|||||
|
2024
Q4 | $798K | Hold |
|
|||||
|
2024
Q3 | $817K | Hold |
|
|||||
|
2024
Q2 | $803K | Hold |
|
|||||
|
2024
Q1 | $809K | Sell |
|
|||||
|
2023
Q4 | $829K | Hold |
|
|||||
|
2023
Q3 | $786K | Sell |
|
|||||
|
2023
Q2 | $832K | Buy |
|
|||||
|
2023
Q1 | $764K | Sell |
|
|||||
|
2022
Q4 | $762K | Buy |
|