Waverly 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 | $2.29M | Buy |
44,647
+3,058
| +7% | +$157K | 0.03% | 468 |
|
|
2025
Q1 | $2.14M | Buy |
41,589
+2,063
| +5% | +$106K | 0.03% | 464 |
|
|
2024
Q4 | $2.04M | Buy |
39,526
+7,259
| +22% | +$376K | 0.03% | 382 |
|
|
2024
Q3 | $1.71M | Buy |
32,267
+862
| +3% | +$45.7K | 0.03% | 360 |
|
|
2024
Q2 | $1.63M | Buy |
31,405
+1,388
| +5% | +$72.3K | 0.03% | 348 |
|
|
2024
Q1 | $1.58M | Buy |
+30,017
| New | +$1.58M | 0.04% | 295 |
|