SWM
Seaside Wealth Management’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 | $294K | Buy |
5,722
+659
| +13% | +$33.8K | 0.09% | 54 |
|
|
2025
Q1 | $261K | Hold |
5,063
| – | – | 0.09% | 53 |
|
|
2024
Q4 | $262K | Hold |
5,063
| – | – | 0.1% | 49 |
|
|
2024
Q3 | $268K | Buy |
5,063
+192
| +4% | +$10.2K | 0.1% | 49 |
|
|
2024
Q2 | $254K | Buy |
4,871
+1,057
| +28% | +$55K | 0.11% | 49 |
|
|
2024
Q1 | $200K | Buy |
+3,814
| New | +$200K | 0.09% | 56 |
|