Syverson Strege & Co’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 | $858K | Buy |
16,700
+511
| +3% | +$26.2K | 0.2% | 51 |
|
|
2025
Q1 | $835K | Buy |
16,189
+133
| +0.8% | +$6.86K | 0.27% | 33 |
|
|
2024
Q4 | $831K | Buy |
16,056
+77
| +0.5% | +$3.98K | 0.28% | 31 |
|
|
2024
Q3 | $847K | Sell |
15,979
-975
| -6% | -$51.7K | 0.28% | 31 |
|
|
2024
Q2 | $883K | Buy |
16,954
+3,213
| +23% | +$167K | 0.3% | 32 |
|
|
2024
Q1 | $721K | Sell |
13,741
-455
| -3% | -$23.9K | 0.26% | 30 |
|
|
2023
Q4 | $750K | Buy |
14,196
+4,983
| +54% | +$263K | 0.29% | 31 |
|
|
2023
Q3 | $461K | Buy |
9,213
+469
| +5% | +$23.5K | 0.21% | 38 |
|
|
2023
Q2 | $453K | Buy |
8,744
+116
| +1% | +$6.01K | 0.19% | 40 |
|
|
2023
Q1 | $451K | Sell |
8,628
-5,037
| -37% | -$263K | 0.19% | 38 |
|
|
2022
Q4 | $702K | Buy |
13,665
+5,897
| +76% | +$303K | 0.32% | 28 |
|
|
2022
Q3 | $389K | Sell |
7,768
-372,798
| -98% | -$18.7M | 0.2% | 44 |
|
|
2022
Q2 | $19.6M | Buy |
380,566
+373,228
| +5,086% | +$19.2M | 7.2% | 4 |
|
|
2022
Q1 | $389K | Buy |
7,338
+1,168
| +19% | +$61.9K | 0.42% | 42 |
|
|
2021
Q4 | $347K | Buy |
6,170
+1,108
| +22% | +$62.3K | 0.26% | 48 |
|
|
2021
Q3 | $285K | Sell |
5,062
-523
| -9% | -$29.4K | 0.23% | 50 |
|
|
2021
Q2 | $317K | Buy |
5,585
+5,311
| +1,938% | +$301K | 0.28% | 47 |
|
|
2021
Q1 | $15K | Buy |
+274
| New | +$15K | 0.02% | 174 |
|