Robinson Smith Wealth 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 | $734K | Sell |
14,282
-3,902
| -21% | -$200K | 0.59% | 33 |
|
|
2025
Q1 | $937K | Sell |
18,184
-318
| -2% | -$16.4K | 0.78% | 27 |
|
|
2024
Q4 | $957K | Buy |
18,502
+74
| +0.4% | +$3.83K | 0.81% | 27 |
|
|
2024
Q3 | $976K | Buy |
18,428
+1,239
| +7% | +$65.6K | 0.83% | 30 |
|
|
2024
Q2 | $895K | Sell |
17,189
-991
| -5% | -$51.6K | 0.79% | 31 |
|
|
2024
Q1 | $954K | Buy |
18,180
+255
| +1% | +$13.4K | 0.92% | 27 |
|
|
2023
Q4 | $946K | Buy |
+17,925
| New | +$946K | 0.93% | 25 |
|