Vantage Financial Partners (Illinois)’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
2024
Q2
$7M Buy
134,528
+8,222
+7% +$428K 1.74% 18
2024
Q1
$6.63M Buy
126,306
+8,853
+8% +$465K 1.73% 19
2023
Q4
$6.2M Buy
+117,453
New +$6.2M 1.89% 21