Shotwell Rutter Baer’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 | $8.2M | Buy |
159,876
+55,233
| +53% | +$2.83M | 5.57% | 9 |
|
|
2025
Q1 | $5.43M | Buy |
104,643
+759
| +0.7% | +$39.4K | 4.79% | 9 |
|
|
2024
Q4 | $5.34M | Buy |
103,884
+4,324
| +4% | +$222K | 4.5% | 9 |
|
|
2024
Q3 | $5.24M | Buy |
99,560
+4,870
| +5% | +$257K | 4.31% | 9 |
|
|
2024
Q2 | $4.93M | Buy |
+94,690
| New | +$4.93M | 4.37% | 9 |
|
|
2024
Q1 | – | Sell |
-50,596
| Closed | -$2.67M | – | 22 |
|
|
2023
Q4 | $2.67M | Buy |
+50,596
| New | +$2.67M | 2.55% | 13 |
|