SeaCrest 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 | $948K | Buy |
18,464
+3,840
| +26% | +$197K | 0.1% | 183 |
|
|
2025
Q1 | $754K | Buy |
14,624
+571
| +4% | +$29.4K | 0.09% | 232 |
|
|
2024
Q4 | $727K | Buy |
14,053
+4,271
| +44% | +$221K | 0.08% | 245 |
|
|
2024
Q3 | $518K | Buy |
9,782
+362
| +4% | +$19.2K | 0.06% | 329 |
|
|
2024
Q2 | $490K | Buy |
9,420
+4,065
| +76% | +$212K | 0.06% | 320 |
|
|
2024
Q1 | $281K | Buy |
5,355
+327
| +7% | +$17.2K | 0.03% | 462 |
|
|
2023
Q4 | $265K | Buy |
+5,028
| New | +$265K | 0.03% | 491 |
|
|
2022
Q3 | – | Sell |
-615
| Closed | -$32K | – | 1162 |
|
|
2022
Q2 | $32K | Buy |
+615
| New | +$32K | ﹤0.01% | 1305 |
|