Revisor Wealth Management’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 | $762K | Sell |
14,860
-15
| -0.1% | -$769 | 0.27% | 79 |
|
2025
Q1 | $767K | Buy |
+14,875
| New | +$767K | 0.34% | 60 |
|
2024
Q1 | – | Sell |
-18,579
| Closed | -$981K | – | 198 |
|
2023
Q4 | $981K | Buy |
+18,579
| New | +$981K | 1.13% | 15 |
|
2023
Q3 | – | Sell |
-8,813
| Closed | -$457K | – | 169 |
|
2023
Q2 | $457K | Hold |
8,813
| – | – | 0.41% | 57 |
|
2023
Q1 | $461K | Buy |
+8,813
| New | +$461K | 0.42% | 57 |
|