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Planned Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Planned Solutions’s Portfolio MUNI Stock Details MUNI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,872
Closed -$99.2K – 440
2024
Q3 		$99.2K Buy
+1,872
New +$99.2K 0.04% 208
2024
Q1 		– Sell
-1,872
Closed -$98.8K – 378
2023
Q4 		$98.8K Buy
+1,872
New +$98.8K 0.05% 185