Quotient Wealth Partners’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 | $15.6M | Buy |
302,947
+14,481
| +5% | +$744K | 0.46% | 26 |
|
|
2025
Q1 | $14.9M | Sell |
288,466
-80,390
| -22% | -$4.14M | 0.48% | 25 |
|
|
2024
Q4 | $19.1M | Sell |
368,856
-3,780
| -1% | -$196K | 0.62% | 24 |
|
|
2024
Q3 | $19.7M | Buy |
372,636
+34,649
| +10% | +$1.84M | 0.65% | 22 |
|
|
2024
Q2 | $17.6M | Buy |
337,987
+28,875
| +9% | +$1.5M | 0.62% | 24 |
|
|
2024
Q1 | $16.2M | Buy |
309,112
+76,713
| +33% | +$4.03M | 0.58% | 24 |
|
|
2023
Q4 | $12.3M | Buy |
+232,399
| New | +$12.3M | 0.48% | 32 |
|