Sequoia Financial Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.9M | Buy |
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|
2025
Q2 | $725K | Sell |
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|
2025
Q1 | $772K | Hold |
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|
2024
Q4 | $775K | Hold |
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|
2024
Q3 | $793K | Sell |
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|
2024
Q2 | $837K | Sell |
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|
2024
Q1 | $856K | Sell |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $2.09M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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