Sequoia Financial 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 | $725K | Sell |
14,116
-860
| -6% | -$44.2K | 0.01% | 824 |
|
|
2025
Q1 | $772K | Hold |
14,976
| – | – | 0.01% | 705 |
|
|
2024
Q4 | $775K | Hold |
14,976
| – | – | 0.01% | 661 |
|
|
2024
Q3 | $793K | Sell |
14,976
-1,109
| -7% | -$58.8K | 0.01% | 606 |
|
|
2024
Q2 | $837K | Sell |
16,085
-238
| -1% | -$12.4K | 0.01% | 523 |
|
|
2024
Q1 | $856K | Sell |
16,323
-12,781
| -44% | -$671K | 0.01% | 511 |
|
|
2023
Q4 | $1.54M | Buy |
29,104
+7,793
| +37% | +$411K | 0.02% | 418 |
|
|
2023
Q3 | $1.07M | Sell |
21,311
-8,928
| -30% | -$447K | 0.02% | 322 |
|
|
2023
Q2 | $1.57M | Sell |
30,239
-9,749
| -24% | -$505K | 0.03% | 272 |
|
|
2023
Q1 | $2.09M | Buy |
39,988
+19,712
| +97% | +$1.03M | 0.05% | 212 |
|
|
2022
Q4 | $1.04M | Buy |
+20,276
| New | +$1.04M | 0.03% | 282 |
|