SteelPeak Wealth’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 | $457K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.98M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $19.2M | Buy |
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|
2022
Q3 | $405K | Hold |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $635K | Hold |
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|
2021
Q4 | $673K | Sell |
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|
2021
Q3 | $796K | Buy |
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|
2021
Q2 | $782K | Sell |
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|
2021
Q1 | $808K | Sell |
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|
2020
Q4 | $3.1M | Buy |
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|
2020
Q3 | $3M | Buy |
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|
2020
Q2 | $2.42M | Buy |
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|
2020
Q1 | $1.75M | Sell |
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|
2019
Q4 | $1.78M | Buy |
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