Summit X LLC’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
Q1 | – | Sell |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $390K | Hold |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $397K | Sell |
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|
2022
Q4 | $884K | Buy |
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|
2022
Q3 | $713K | Sell |
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|
2022
Q2 | $884K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $874K | Sell |
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|
2020
Q3 | $1.46K | Buy |
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|
2020
Q2 | $415K | Buy |
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