Visionary Wealth Advisors’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 | $4.38M | Buy |
85,364
+2,005
| +2% | +$103K | 0.22% | 107 |
|
|
2025
Q1 | $4.3M | Sell |
83,359
-4,295
| -5% | -$221K | 0.26% | 102 |
|
|
2024
Q4 | $4.53M | Buy |
87,654
+410
| +0.5% | +$21.2K | 0.27% | 98 |
|
|
2024
Q3 | $4.62M | Buy |
87,244
+13
| +0% | +$689 | 0.28% | 92 |
|
|
2024
Q2 | $4.54M | Buy |
87,231
+1,010
| +1% | +$52.6K | 0.3% | 90 |
|
|
2024
Q1 | $4.52M | Buy |
86,221
+5,147
| +6% | +$270K | 0.31% | 89 |
|
|
2023
Q4 | $4.28M | Buy |
81,074
+8,390
| +12% | +$443K | 0.31% | 89 |
|
|
2023
Q3 | $3.64M | Buy |
72,684
+11,350
| +19% | +$568K | 0.29% | 94 |
|
|
2023
Q2 | $3.18M | Buy |
61,334
+21,923
| +56% | +$1.14M | 0.25% | 106 |
|
|
2023
Q1 | $2.06M | Buy |
39,411
+15,089
| +62% | +$789K | 0.17% | 125 |
|
|
2022
Q4 | $1.25M | Buy |
24,322
+13,145
| +118% | +$676K | 0.12% | 159 |
|
|
2022
Q3 | $560K | Buy |
11,177
+3,897
| +54% | +$195K | 0.06% | 213 |
|
|
2022
Q2 | $375K | Buy |
7,280
+2,218
| +44% | +$114K | 0.03% | 284 |
|
|
2022
Q1 | $268K | Buy |
+5,062
| New | +$268K | 0.02% | 355 |
|