Summit Investment Advisory Services’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
2023
Q3
Sell
-4,923
Closed -$255K 58
2023
Q2
$255K Hold
4,923
0.17% 44
2023
Q1
$257K Hold
4,923
0.18% 42
2022
Q4
$253K Buy
+4,923
New +$253K 0.31% 41