Team Hewins’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 | $1.01M | Hold |
19,612
| – | – | 0.36% | 14 |
|
2025
Q1 | $1.01M | Sell |
19,612
-123
| -0.6% | -$6.34K | 0.39% | 14 |
|
2024
Q4 | $1.02M | Buy |
19,735
+1,680
| +9% | +$87.1K | 0.4% | 13 |
|
2024
Q3 | $957K | Sell |
18,055
-21,784
| -55% | -$1.15M | 0.37% | 14 |
|
2024
Q2 | $2.07M | Buy |
39,839
+18,030
| +83% | +$939K | 0.86% | 9 |
|
2024
Q1 | $1.14M | Sell |
21,809
-436
| -2% | -$22.9K | 0.46% | 11 |
|
2023
Q4 | $1.18M | Buy |
+22,245
| New | +$1.18M | 0.51% | 11 |
|
2023
Q3 | – | Sell |
-17,745
| Closed | -$920K | – | 42 |
|
2023
Q2 | $920K | Hold |
17,745
| – | – | 0.44% | 11 |
|
2023
Q1 | $927K | Hold |
17,745
| – | – | 0.49% | 11 |
|
2022
Q4 | $914K | Buy |
+17,745
| New | +$914K | 0.5% | 10 |
|