SAG
SageView Advisory Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
57,234
+623
| +1% | +$31.8K | 0.11% | 106 |
|
|
2025
Q1 | $2.92M | Buy |
56,611
+455
| +0.8% | +$23.5K | 0.12% | 94 |
|
|
2024
Q4 | $2.9M | Buy |
56,156
+478
| +0.9% | +$24.7K | 0.13% | 97 |
|
|
2024
Q3 | $2.95M | Buy |
+55,678
| New | +$2.95M | 0.15% | 84 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 97 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 702 |
|
|
2023
Q4 | – | Sell |
-57,534
| Closed | -$2.88M | – | 104 |
|
|
2023
Q3 | $2.88M | Buy |
57,534
+466
| +0.8% | +$23.3K | 0.17% | 82 |
|
|
2023
Q2 | $2.96M | Buy |
57,068
+660
| +1% | +$34.2K | 0.16% | 86 |
|
|
2023
Q1 | $2.95M | Sell |
56,408
-1,876
| -3% | -$98K | 0.19% | 84 |
|
|
2022
Q4 | $2.99M | Buy |
+58,284
| New | +$2.99M | 0.24% | 71 |
|