Steward Partners Investment Advisory’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
Q2 | $2.75M | Buy |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $2.25M | Buy |
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $2.18M | Buy |
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|
2023
Q4 | $657K | Buy |
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|
2023
Q3 | $20.9K | Sell |
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|
2023
Q2 | $51.1K | Hold |
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|
2023
Q1 | $51.5K | Sell |
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|
2022
Q4 | $982K | Buy |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $53K | Hold |
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|
2022
Q1 | $54K | Buy |
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|
2021
Q4 | $46K | Buy |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $14.3K | Buy |
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