Petra Financial 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 | $782K | Sell |
15,234
-186
| -1% | -$9.55K | 0.5% | 54 |
|
|
2025
Q1 | $795K | Hold |
15,420
| – | – | 0.65% | 39 |
|
|
2024
Q4 | $798K | Hold |
15,420
| – | – | 0.54% | 46 |
|
|
2024
Q3 | $817K | Hold |
15,420
| – | – | 0.54% | 51 |
|
|
2024
Q2 | $803K | Hold |
15,420
| – | – | 0.58% | 53 |
|
|
2024
Q1 | $809K | Sell |
15,420
-284
| -2% | -$14.9K | 0.59% | 50 |
|
|
2023
Q4 | $829K | Hold |
15,704
| – | – | 0.69% | 41 |
|
|
2023
Q3 | $786K | Sell |
15,704
-350
| -2% | -$17.5K | 0.66% | 46 |
|
|
2023
Q2 | $832K | Buy |
16,054
+1,434
| +10% | +$74.3K | 0.74% | 42 |
|
|
2023
Q1 | $764K | Sell |
14,620
-220
| -1% | -$11.5K | 0.76% | 30 |
|
|
2022
Q4 | $762K | Buy |
+14,840
| New | +$762K | 0.84% | 32 |
|