Valmark Advisers’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 | $1.5M | Hold |
29,246
| – | – | 0.02% | 269 |
|
|
2025
Q1 | $1.51M | Hold |
29,246
| – | – | 0.02% | 246 |
|
|
2024
Q4 | $1.51M | Buy |
29,246
+200
| +0.7% | +$10.3K | 0.02% | 249 |
|
|
2024
Q3 | $1.54M | Hold |
29,046
| – | – | 0.02% | 231 |
|
|
2024
Q2 | $1.51M | Hold |
29,046
| – | – | 0.03% | 218 |
|
|
2024
Q1 | $1.52M | Hold |
29,046
| – | – | 0.03% | 210 |
|
|
2023
Q4 | $1.53M | Hold |
29,046
| – | – | 0.03% | 194 |
|
|
2023
Q3 | $1.45M | Hold |
29,046
| – | – | 0.03% | 177 |
|
|
2023
Q2 | $1.51M | Hold |
29,046
| – | – | 0.03% | 181 |
|
|
2023
Q1 | $1.52M | Hold |
29,046
| – | – | 0.03% | 175 |
|
|
2022
Q4 | $1.49M | Buy |
+29,046
| New | +$1.49M | 0.03% | 169 |
|