StoneCrest Wealth Management’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
$520K Hold
10,120
0.25% 58
2025
Q1
$522K Hold
10,120
0.33% 50
2024
Q4
$524K Sell
10,120
-19,228
-66% -$995K 0.34% 46
2024
Q3
$1.55M Buy
+29,348
New +$1.55M 1.13% 25